Morningstar Office vs. Envestnet | MoneyGuide
A side-by-side comparison based on G2 review data.
| Metric | Morningstar Office | Envestnet | MoneyGuide |
|---|---|---|
| Overall rating | 3.9 | 4.0 |
| Review count | 19 | 23 |
| Ease of use | 8.6 | 8.3 |
| Ease of setup | 9.1 | 8.0 |
| Quality of support | 8.7 | 7.9 |
| Meets requirements | 9.0 | 8.3 |
| NPS | 27.777778 | 36.363636 |
| Small Business | 84.2% | 82.6% |
| Mid-Market | 0.0% | 13.0% |
| Enterprise | 15.8% | 4.3% |
| Total page views | 66 | 242 |
| Total LLM citations | 212 | 800 |
Morningstar Office
Morningstar Office is the only turn-key portfolio accounting and practice management platform for RIAs (Registered Investment Advisors) that fully integrates Morningstar’s robust data, analytics, and ratings. Included with Morningstar Office, advisors receive: Reporting and Client Engagement Morningstar Office features a complete portfolio management and client reporting experience. All assets and liabilities are aggregated and accounted for – then reported out in client statements, the advisors web experience, and the client web portal.
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.