Envestnet MoneyGuide vs. Portseido
Envestnet MoneyGuide vs. Portseido
| 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 | |
 Portseido | N/A | With users among investors in over 160+ countries, Portseido is a portfolio tracker that helps track all investments in one place and manage dividends. It is a portfolio and dividend tracker that provides analytics and visualizations of the portfolio, with historical performance, trade analytics, and allocations, and it is accessible from a mobile device. Users can track all investments, see past and future dividends, monitor asset allocations, measure and benchmark portfolio… | $0 per month per user |
| Envestnet MoneyGuide | Portseido | |||||||||||||||
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| Editions & Modules | No answers on this topic |
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| Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
| Additional Details | — | — | ||||||||||||||
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| Envestnet MoneyGuide | Portseido | |
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| ScreenShots | Portseido Screenshots   |