Advisor360 vs. Envestnet MoneyGuide
Advisor360 vs. Envestnet MoneyGuide
Product | Rating | Most Used By | Product Summary | Starting Price |
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Advisor360 | N/A | Advisor360 is a SaaS WealthTech platform that is designed to help financial advisors to increase productivity and revenue, streamline operations, and reduce costs and regulatory risk. It features a CRM and an advisor portal with tools and consolidated reporting to manage household wealth, including portfolio management, financial planning, performance reporting, and practice-level analytics. | 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 |
Advisor360 | Envestnet MoneyGuide | |||||||||||||||
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Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
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Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
Advisor360 | Envestnet MoneyGuide | |
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