Envestnet MoneyGuide vs. SS&C Advent Portfolio Exchange (APX)
Envestnet MoneyGuide vs. SS&C Advent Portfolio Exchange (APX)
| 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 | |
 SS&C Advent Portfolio Exchange (APX) | N/A | SS&C offers Advent Portfolio Exchange (APX), a portfolio management and investment performance tracking system supporting compliant reporting and investment analytics, and multi-asset and multi-currency reporting. | N/A |
| Envestnet MoneyGuide | SS&C Advent Portfolio Exchange (APX) | |||||||||||||||
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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 | SS&C Advent Portfolio Exchange (APX) | |
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