G2 Vendor Directory

Envestnet | MoneyGuide

by Envestnet

23

Reviews

4.0

Star rating

#14

Rank in Financial Analytics

Pros and cons

Pros

    Cons

      Traffic & LLM citations

      Monthly G2.com page views and citations by AI answer engines for Envestnet | MoneyGuide.

      Page views and citations · Envestnet | MoneyGuide

      Source: G2 review data

      Losing to

      Based on reviewers of other products who said they switched from Envestnet | MoneyGuide.

      1

      Asset-Map

      7 switched
      2

      eMoney

      1 switched
      3

      RightCapital

      1 switched

      Key stats

      —

      36

      Small Business

      2

      Adoption by company size

      SegmentShare of reviews
      Small Business82.6%
      Mid-Market13.0%
      Enterprise4.3%

      Quarterly history

      QuarterReviewsStar rating

      Satisfaction ratings

      Ease of Use8.3
      Ease of Setup8.0
      Quality of Support7.9
      Meets Requirements8.3

      What reviewers say

      Powerful tool for financial analysis

      5.0

      “I think the data entry format is excellent. It is designed to be very user friendly and client focused”

      User

      Financial Planning simplified

      5.0

      “I like the ability for clients to use the sliding scale to see various results.”

      President; Investment Advisor Rep; CCO; Cert. Credit & Financial Health Counselor; Financial Coach

      MOneyguide review

      4.0

      “i like the planning software and being able to show clients what their percentage of success is to reach their different financial goals. it lets me run different scenarios based on what the client wants”

      Financial Advisor