Envestnet MoneyGuide vs. Limina
Envestnet MoneyGuide vs. Limina
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 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 | |
 Limina | N/A | Limina Investment Management Solution (IMS) is a Front-to-Middle Office Solution that helps investment managers focus on producing investment returns with minimal operational risk. The open platform helps Asset Managers overcome fragmented workflows and increase confidence in data and oversight. A real-time platform - built from scratch for today’s requirements Limina IMS is a cross-asset platform that combines an advanced OMS (Order Management System) and a… | $39,000 per year Users, portfolios, transaction volumes & functional modules |
| Envestnet MoneyGuide | Limina | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
| Offerings |
| |||||||||||||||
| Entry-level Setup Fee | No setup fee | Optional | ||||||||||||||
| Additional Details | — | Pricing starts at $39k per annum and scales up to $400k per annum before enterprise pricing kicks in (tailored case by case). | ||||||||||||||
| More Pricing Information | ||||||||||||||||
| Envestnet MoneyGuide | Limina | |
|---|---|---|
| ScreenShots |