Envestnet MoneyGuide vs. Moneytree Plan
Envestnet MoneyGuide vs. Moneytree Plan
| 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 | |
 Moneytree Plan | N/A | Moneytree Plan’s in-depth planning captures and analyzes clients’ current financial situation and illustrates impacts of important decisions on their financial future. Cover the planning needs for clients and choose the most suitable approach for clients’ financial situation with Moneytree Plan’s goal-based and cashflow-based planning options. | N/A |
| Envestnet MoneyGuide | Moneytree Plan | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | — | Price per advisor. Some discounts may be available for IBDs. | ||||||||||||||
| More Pricing Information | ||||||||||||||||
| Envestnet MoneyGuide | Moneytree Plan | |
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| ScreenShots |