Envestnet MoneyGuide vs. Orion Enterprise
Envestnet MoneyGuide vs. Orion Enterprise
| 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 | |
 Orion Enterprise | N/A | Orion Enterprise, from Orion Advisor Tech (Orion Advisor Services) headquartered in Omaha, is presented as a full-service advisor technology and asset management platform. It includes technology from the former Advizr, acquired by Orion in summer 2019. | N/A |
| Envestnet MoneyGuide | Orion Enterprise | |||||||||||||||
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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 | — | — | ||||||||||||||
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| Envestnet MoneyGuide | Orion Enterprise | |
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| Top Pros | No answers on this topic | |
| Top Cons | No answers on this topic |
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| Envestnet MoneyGuide | Orion Enterprise | |
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| ScreenShots |