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).
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Envestnet Platform
Score 7.5 out of 10
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Envestnet headquartered in Chicago offers their investment portfolio management plaform and suite of applications.
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Pricing
Envestnet MoneyGuide
Envestnet Platform
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Envestnet MoneyGuide
Envestnet Platform
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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More Pricing Information
Community Pulse
Envestnet MoneyGuide
Envestnet Platform
Considered Both Products
Envestnet MoneyGuide
No answer on this topic
Envestnet Platform
Verified User
Partner
Chose Envestnet Platform
Envestnet’s platform is very clean and user friendly. They have continued to provide software and platform updates and are open to client feedback and critiques. The portfolio analysis tool is a lot cleaner and more professional compared to other tools like Morningstar Direct …