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

eMoney Advisor, Morningstar Advisor Workstation, and undefined 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 MoneyGuideFormerly MoneyGuideProCompetitors and Alternatives

Most Commonly Comparedto Envestnet MoneyGuide

eMoney Advisor

Morningstar Advisor Workstation

Morningstar Direct

Nitrogen Growth Platform

Fidelity Active Trader Pro

Experian Account & Portfolio Management

Charles River IMS

Altvia AIM

AppFolio Investment Manager

Envestnet Platform