Envestnet MoneyGuide vs. SwixMortgage
Envestnet MoneyGuide vs. SwixMortgage
| 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 | |
 SwixMortgage | N/A | CGI headquartered in Montreal offers SwixMortgage, a mortgage portfolio management platform. | N/A |
| Envestnet MoneyGuide | SwixMortgage | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | SwixMortgage | |
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