NaviPlan by Advicent vs. Envestnet MoneyGuide
NaviPlan by Advicent vs. Envestnet MoneyGuide
Product | Rating | Most Used By | Product Summary | Starting Price |
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NaviPlan by Advicent | N/A | Advicent headquartered in Milwaukee offers NaviPlan, a financial planning software for firms. | N/A | |
Envestnet MoneyGuide | N/A | Designed for advisors with the client in mind, MoneyGuidePro® provides solutions and smart assumptions to help advisors navigate the complex financial elements of their clients' lives. The product is now supported by Envestnet (acquired in late 2019). | N/A |
NaviPlan by Advicent | Envestnet MoneyGuide | |||||||||||||||
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Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
Offerings |
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Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
NaviPlan by Advicent | Envestnet MoneyGuide | |
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Likelihood to Recommend | 9.0 (2 ratings) | - (0 ratings) |
NaviPlan by Advicent | Envestnet MoneyGuide | |
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Likelihood to Recommend | Advicent Solutions | Envestnet No answers on this topic |
Pros | Advicent Solutions | Envestnet No answers on this topic |
Cons | Advicent Solutions | Envestnet No answers on this topic |
Alternatives Considered | Advicent Solutions | Envestnet No answers on this topic |
Return on Investment | Advicent Solutions | Envestnet No answers on this topic |
ScreenShots |