Envestnet | MoneyGuide vs. Spreadsheet Server by insightsoftware
A side-by-side comparison based on G2 review data.
| Metric | Envestnet | MoneyGuide | Spreadsheet Server by insightsoftware |
|---|---|---|
| Overall rating | 4.0 | 4.4 |
| Review count | 23 | 81 |
| Ease of use | 8.3 | 8.8 |
| Ease of setup | 8.0 | 8.1 |
| Quality of support | 7.9 | 9.1 |
| Meets requirements | 8.3 | 9.0 |
| NPS | 36.363636 | 58.227848 |
| Small Business | 82.6% | 13.8% |
| Mid-Market | 13.0% | 58.8% |
| Enterprise | 4.3% | 27.5% |
| Total page views | 242 | 328 |
| Total LLM citations | 800 | 1,340 |
Envestnet | MoneyGuide
Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.
Spreadsheet Server by insightsoftware
Spreadsheet Server is a centralized reporting and automation solution that connects to an ERP database to pull live information into the native spreadsheet environment. Using a pre-configured add-in for Microsoft Excel and compatible for integration with a myriad of popular ERP systems, Spreadsheet Server eliminates any re-keying or repeated downloading of business data. Users are empowered to not only create reports in a familiar workspace, they can also drill-down substantially into live ERP details without specialist IT knowledge.
- Reporting Quality
- Financial Reporting
- Ease of Use
- Report Creation
- Financial Management
- Features