Envestnet | MoneyGuide vs. Universal Rebalancer
A side-by-side comparison based on G2 review data.
| Metric | Envestnet | MoneyGuide | Universal Rebalancer |
|---|---|---|
| Overall rating | 4.0 | 4.6 |
| Review count | 23 | 14 |
| Ease of use | 8.3 | 8.6 |
| Ease of setup | 8.0 | 8.1 |
| Quality of support | 7.9 | 8.0 |
| Meets requirements | 8.3 | 7.9 |
| NPS | 36.363636 | 85.714286 |
| Small Business | 82.6% | 92.9% |
| Mid-Market | 13.0% | 7.1% |
| Enterprise | 4.3% | 0.0% |
| Total page views | 242 | 452 |
| Total LLM citations | 800 | 27 |
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.
Universal Rebalancer
SoftPak is always dedicated to empowering financial professionals through intuitive and efficient software solutions. UREBAL (Universal Rebalancer), SoftPak’s flagship rebalancing software, is designed to strike a perfect balance between simplicity and precision. UREBAL bridges the gap between rule-based rebalancing systems, which are user-friendly but limited, and risk-based optimizers, which offer precision but can be complex.