Envestnet MoneyGuide Reviews and Ratings

User-friendly Software: MoneyGuidePro is praised by many users for its user-friendly interface and easy navigation, with a short learning curve. Several reviewers have appreciated the software's flow reports that are fairly easy to understand and provide thorough reporting capabilities. It allows clients to move between investment assets, spending goals, and Carlo results with ease.

Thorough Financial Planning: MoneyGuidePro provides comprehensive financial planning tools that allow users to capture all client's assets and liabilities in one place and run various scenarios. The What-If Worksheet, Supersolve, Insurance needs section, budget tool, net worth portion of the software were some features loved by most reviewers. These features make it easy for clients to understand their financial plan while providing multiple planning tools to leverage with clients.

Scenario Analysis Capabilities: Many users found the software's ability to analyze different scenarios using the planning software helpful. The What-If worksheet was extremely helpful for analyzing different scenarios while the Plan Summary was useful for adding in regular notes. Reviewers also appreciated the ability of MoneyGuidePro to set goals and use the budget tool to make annual retirement expenses real while showing how different changes in their plan could impact the probability of success.