Envestnet Platform vs. Moneytree Plan
Envestnet Platform vs. Moneytree Plan
Product | Rating | Most Used By | Product Summary | Starting Price |
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Envestnet Platform | N/A | Envestnet headquartered in Chicago offers their investment portfolio management plaform and suite of applications. | 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 Platform | Moneytree Plan | |||||||||||||||
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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 | — | Price per advisor. Some discounts may be available for IBDs. | ||||||||||||||
More Pricing Information |
Envestnet Platform | Moneytree Plan | |
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Top Cons |
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Envestnet Platform | Moneytree Plan | |
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Likelihood to Recommend | 8.0 (1 ratings) | - (0 ratings) |
Envestnet Platform | Moneytree Plan | |
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Likelihood to Recommend | Envestnet | Moneytree Software No answers on this topic |
Pros | Envestnet | Moneytree Software No answers on this topic |
Cons | Envestnet | Moneytree Software No answers on this topic |
Alternatives Considered | Envestnet | Moneytree Software No answers on this topic |
Return on Investment | Envestnet | Moneytree Software No answers on this topic |
ScreenShots |