Q: What are Envestnet MoneyGuide's top competitors?

Morningstar Advisor Workstation , FactSet Workstation , and SS&C Advent Investment Suite are common alternatives for Envestnet MoneyGuide.

Question 1

What is Envestnet MoneyGuide?

Accepted Answer

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).

Question 2

What are Envestnet MoneyGuide's top competitors?

Accepted Answer

Morningstar Advisor Workstation, FactSet Workstation, and SS&C Advent Investment Suite are common alternatives for Envestnet MoneyGuide.

Question 3

Who uses Envestnet MoneyGuide?

Accepted Answer

The most common users of Envestnet MoneyGuide are from Mid-sized Companies (51-1,000 employees).

Envestnet MoneyGuide Competitors and AlternativesFormerly MoneyGuidePro

Most Commonly Comparedto Envestnet MoneyGuide

Morningstar Advisor Workstation

FactSet Workstation

SS&C Advent Investment Suite

eMoney Advisor

Charles River IMS

AssetMark

D&B Finance Analytics

Morningstar Direct

AngelList Venture

Family Wealth Guru