Envestnet MoneyGuide Pricing Overview
What is Envestnet MoneyGuide?
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).
Offerings
- Does not haveFree Trial
- Does not haveFree/Freemium Version
- Does not havePremium Consulting/Integration Services
Entry-level set up fee?
- No setup fee
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Envestnet MoneyGuide Alternatives Pricing
The following is a quick overview of editions offered by other software in similar categories
Covercy
What is Covercy?
Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.
Shrimpy
What is Shrimpy?
Shrimpy, headquartered in Santa Clara, is a social trading platform for cryptocurrency. It is presented as a simple way to manage a portfolio by automating the user's trading strategy.
RightCapital
What is RightCapital?
According to the vendor, RightCapital's financial planning solution allows financial advisors to: •Differentiate their value for more clients. •Create a simple plan in as little as 10 minutes. •Empower themselves to evolve with planning needs.