fi360 Toolkit vs. Envestnet | MoneyGuide
A side-by-side comparison based on G2 review data.
| Metric | fi360 Toolkit | Envestnet | MoneyGuide |
|---|---|---|
| Overall rating | 4.0 | 4.0 |
| Review count | 11 | 23 |
| Ease of use | 8.4 | 8.3 |
| Ease of setup | 8.6 | 8.0 |
| Quality of support | 8.9 | 7.9 |
| Meets requirements | 8.4 | 8.3 |
| NPS | 27.272727 | 36.363636 |
| Small Business | 72.7% | 82.6% |
| Mid-Market | 9.1% | 13.0% |
| Enterprise | 18.2% | 4.3% |
| Total page views | 120 | 242 |
| Total LLM citations | 197 | 800 |
fi360 Toolkit
The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.
- Investment Management
- Data Analysis
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.