Equisoft/plan vs. Envestnet | MoneyGuide
A side-by-side comparison based on G2 review data.
| Metric | Equisoft/plan | Envestnet | MoneyGuide |
|---|---|---|
| Overall rating | 4.5 | 4.0 |
| Review count | 12 | 23 |
| Ease of use | 9.6 | 8.3 |
| Ease of setup | 0.0 | 8.0 |
| Quality of support | 10.0 | 7.9 |
| Meets requirements | 10.0 | 8.3 |
| NPS | 66.666667 | 36.363636 |
| Small Business | 88.9% | 82.6% |
| Mid-Market | 11.1% | 13.0% |
| Enterprise | 0.0% | 4.3% |
| Total page views | 16 | 242 |
| Total LLM citations | 21 | 800 |
Equisoft/plan
Equisoft/plan is an intuitive and effective financial planning solution providing comprehensive financial portraits.
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.