# Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Envestnet | MoneyGuide Comparison

| | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Envestnet | MoneyGuide | 
|---|---|---|
| **Star Rating** | 4.3 out of 5 | 4.0 out of 5 | 
| **Total Reviews** | 227 | 23 | 
| **Largest Market Segment** | Enterprise (47.5% of reviews) | Small-Business (81.8% of reviews) | 
| **Entry Level Price** | $325.00 1 user Per Month | No pricing available | 


---
## Ratings Comparison
| Rating | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Envestnet | MoneyGuide | 
|---|---|---|
  | **Meets Requirements** | 8.6 (151 reviews) | 8.0 (19 reviews) | 
  | **Ease of Use** | 8.0 (174 reviews) | 8.1 (19 reviews) | 
  | **Ease of Setup** | 7.8 (113 reviews) | 7.6 (7 reviews) | 
  | **Ease of Admin** | 8.0 (47 reviews) | 7.9 (7 reviews) | 
  | **Quality of Support** | 8.4 (144 reviews) | 7.5 (19 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.6 (50 reviews) | 8.6 (7 reviews) | 
  | **Product Direction (% positive)** | 8.5 (147 reviews) | 6.8 (18 reviews) | 

---
## Pricing

### Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

#### Entry-Level Pricing

Plan: Agentforce Financial Services Service Enterprise

Price: $325.00 1 user Per Month

Description: The financial services CRM for service with built-in AI.

Key Features:
- Industry-Specific Workflows using Service Cloud Enterprise Edition as a foundation
- Easy-to-Use CSR Console for Single Pane of Glass
- Service Process Studio for Low-Code Customization

[Browse all 8 editions](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/pricing)

#### Free Trial

Yes

### Envestnet | MoneyGuide

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Investment Portfolio Management

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |
| **Envestnet | MoneyGuide** | N/A | N/A |

#### Functionality

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Envestnet | MoneyGuide | 
|---|---|---|
| **Customizable Reporting** | Not enough data | Not enough data | 
| **Market Analytics** | Not enough data | Not enough data | 
| **Client Portal** | Not enough data | Not enough data | 
| **Investment Accounting** | Not enough data | Not enough data | 
| **Real time ** | Not enough data | Not enough data | 
| **Compliance** | Not enough data | Not enough data | 
| **Customizable Reporting** | Not enough data | Not enough data | 

#### Integration

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Envestnet | MoneyGuide | 
|---|---|---|
| **Data aggregation** | Not enough data | Not enough data | 
| **Accounting Integration** | Not enough data | Not enough data | 
| **Risk Management** | Not enough data | Not enough data | 

#### Agentic AI - Investment Portfolio Management

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Envestnet | MoneyGuide | 
|---|---|---|
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Financial Analytics

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |
| **Envestnet | MoneyGuide** | N/A | N/A |

#### Platform Additional Functionality

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Envestnet | MoneyGuide | 
|---|---|---|
| **Dashboard** | Not enough data | Not enough data | 
| **Cloud** | Not enough data | Not enough data | 

#### Platform Content

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Envestnet | MoneyGuide | 
|---|---|---|
| **Automation** | Not enough data | Not enough data | 
| **Content Library** | Not enough data | Not enough data | 

#### Platform Data

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Envestnet | MoneyGuide | 
|---|---|---|
| **Visualization** | Not enough data | Not enough data | 

#### Platform Interoperability

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Envestnet | MoneyGuide | 
|---|---|---|
| **API** | Not enough data | Not enough data | 

#### Platform Performance

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Envestnet | MoneyGuide | 
|---|---|---|
| **Reporting** | Not enough data | Not enough data | 

#### Agentic AI  - Financial Analytics

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Envestnet | MoneyGuide | 
|---|---|---|
| **Proactive Assistance** | Not enough data | Not enough data | 

### AI Assistants for Financial Services

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |
| **Envestnet | MoneyGuide** | N/A | N/A |

#### Conversation Intelligence

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Envestnet | MoneyGuide | 
|---|---|---|
| **Action Items** | Not enough data | Not enough data | 
| **AI Meeting Transcription** | Not enough data | Not enough data | 
| **Sentiment analysis** | Not enough data | Not enough data | 

#### Workflow

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Envestnet | MoneyGuide | 
|---|---|---|
| **Triggering** | Not enough data | Not enough data | 
| **Email drafting** | Not enough data | Not enough data | 
| **Form Pre-fill** | Not enough data | Not enough data | 
| **CRM Auto-Logging** | Not enough data | Not enough data | 

#### Compliance

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Envestnet | MoneyGuide | 
|---|---|---|
| **Document verification** | Not enough data | Not enough data | 
| **Language Monitoring** | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | 
| **Access Control** | Not enough data | Not enough data | 
| **Triggering** | Not enough data | Not enough data | 

#### Insights

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Envestnet | MoneyGuide | 
|---|---|---|
| **Next Best Action** | Not enough data | Not enough data | 
| **Client Interaction Analysis** | Not enough data | Not enough data | 
| **Revenue Opportunity** | Not enough data | Not enough data | 

### Financial Services CRM

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | 8.2/10 | 88 |
| **Envestnet | MoneyGuide** | N/A | N/A |

#### Content

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Envestnet | MoneyGuide | 
|---|---|---|
| **Automation** | 8.3 (83 reviews) | Not enough data | 

#### Platform Additional Functionality

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Envestnet | MoneyGuide | 
|---|---|---|
| **Pre-Built Connectors** | 8.1 (81 reviews) | Not enough data | 
| **Dashboard** | 8.6 (81 reviews) | Not enough data | 
| **Cloud** | 8.5 (76 reviews) | Not enough data | 
| **Mobility** | 8.1 (75 reviews) | Not enough data | 
| **Messaging** | 7.9 (75 reviews) | Not enough data | 

#### Platform Reporting and Analytics

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Envestnet | MoneyGuide | 
|---|---|---|
| **Reporting** | 8.6 (79 reviews) | Not enough data | 
| **Forecasting** | 7.9 (76 reviews) | Not enough data | 

#### Customer Support

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Envestnet | MoneyGuide | 
|---|---|---|
| **Case Management** | 8.4 (79 reviews) | Not enough data | 
| **Customer Support Portal** | 8.4 (77 reviews) | Not enough data | 
| **Knowledge Base** | 8.3 (77 reviews) | Not enough data | 
| **Support Analytics** | 8.4 (77 reviews) | Not enough data | 

#### Marketing Automation

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Envestnet | MoneyGuide | 
|---|---|---|
| **Campaign Management** | 8.2 (72 reviews) | Not enough data | 
| **Lead Management** | 8.4 (73 reviews) | Not enough data | 
| **Marketing Analytics** | 8.2 (73 reviews) | Not enough data | 

#### Sales Force Automation

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Envestnet | MoneyGuide | 
|---|---|---|
| **Pipeline Management** | 8.2 (74 reviews) | Not enough data | 
| **Task Management** | 8.1 (77 reviews) | Not enough data | 
| **Product and Price List Management** | 8.0 (70 reviews) | Not enough data | 
| **Quote and Order Management** | 8.1 (73 reviews) | Not enough data | 
| **Contract Management** | 8.0 (71 reviews) | Not enough data | 

#### Agentic AI - Financial Services CRM

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Envestnet | MoneyGuide | 
|---|---|---|
| **Decision Making** | 8.0 (65 reviews) | Not enough data | 

---
## Categories

**Unique to Agentforce Financial Services (formerly Salesforce Financial Services Cloud) (2):** [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services), [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)

**Unique to Envestnet | MoneyGuide (2):** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management), [Financial Analytics Software](https://www.g2.com/categories/financial-analytics)


---
## Reviewer Demographics

### By Company Size

| Segment | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Envestnet | MoneyGuide | 
|---|---|---|
| **Small-Business** | 20.5% | 81.8% | 
| **Mid-Market** | 32.0% | 13.6% | 
| **Enterprise** | 47.5% | 4.5% | 

### By Industry

#### Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

- **Financial Services:** 44.7%
- **Banking:** 10.6%
- **Accounting:** 5.5%
- **Information Technology and Services:** 5.5%
- **Computer Software:** 3.0%
- **Hospital & Health Care:** 3.0%
- **Marketing and Advertising:** 3.0%
- **Insurance:** 3.0%
- **Consumer Services:** 1.5%
- **Leisure, Travel & Tourism:** 1.5%
- **Other:** 18.6%

#### Envestnet | MoneyGuide

- **Financial Services:** 90.9%
- **Non-Profit Organization Management:** 4.5%
- **Investment Management:** 4.5%

---
## Alternatives

### Alternatives to Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

- [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) — 4.6/5 stars (109 reviews)
- [Practifi](https://www.g2.com/products/practifi/reviews) — 4.3/5 stars (79 reviews)
- [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) — 4.3/5 stars (268 reviews)
- [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) — 4.5/5 stars (157 reviews)
- [AdvisorEngine CRM](https://www.g2.com/products/advisorengine-crm/reviews) — 4.0/5 stars (26 reviews)
- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (671 reviews)
- [GReminders](https://www.g2.com/products/greminders/reviews) — 4.6/5 stars (697 reviews)
- [Zocks](https://www.g2.com/products/zocks/reviews) — 4.7/5 stars (525 reviews)
- [DealCloud](https://www.g2.com/products/dealcloud/reviews) — 4.2/5 stars (41 reviews)
- [SmartOffice](https://www.g2.com/products/smartoffice/reviews) — 3.7/5 stars (28 reviews)

### Alternatives to Envestnet | MoneyGuide

- [eMoney](https://www.g2.com/products/emoney/reviews) — 4.7/5 stars (67 reviews)
- [RightCapital](https://www.g2.com/products/rightcapital/reviews) — 4.6/5 stars (14 reviews)
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) — 4.1/5 stars (285 reviews)
- [Asset-Map](https://www.g2.com/products/asset-map/reviews) — 4.8/5 stars (129 reviews)
- [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) — 4.1/5 stars (426 reviews)
- [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) — 4.3/5 stars (699 reviews)
- [Nitrogen](https://www.g2.com/products/nitrogen-nitrogen/reviews) — 4.0/5 stars (72 reviews)
- [Orion Risk Intelligence](https://www.g2.com/products/orion-risk-intelligence/reviews) — 4.5/5 stars (36 reviews)
- [Koyfin](https://www.g2.com/products/koyfin/reviews) — 4.8/5 stars (130 reviews)
- [Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews) — 4.4/5 stars (98 reviews)

---
## Top Discussions

### Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

No discussions available for this product.

### Envestnet | MoneyGuide

- Title: [Does MoneyGuidePro integrate with Salesforce?](https://www.g2.com/discussions/does-moneyguidepro-integrate-with-salesforce) — 1 comment
  > **Top comment:** "My experience here was a very terrible one. After I had made my second deposit I was blocked out. Nothing I did worked. I was so frustrated and giving up on..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-envestnet-moneyguide)