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Compare Altruist and Envestnet | MoneyGuide 
At a Glance
Market Segments
Small-Business (100.0% of reviews)
Small-Business (81.8% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Altruist
Star Rating
(16)5.0 out of 5
Market Segments
Small-Business (100.0% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about AltruistEnvestnet | MoneyGuide
Star Rating
(23)4.0 out of 5
Market Segments
Small-Business (81.8% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about Envestnet | MoneyGuideAltruist vs Envestnet | MoneyGuide
- Reviewers felt that Altruist meets the needs of their business better than Envestnet | MoneyGuide.
- When comparing quality of ongoing product support, reviewers felt that Altruist is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Altruist over Envestnet | MoneyGuide.
Pricing
Entry-Level Pricing
Altruist
No pricing availableEnvestnet | MoneyGuide
No pricing availableFree Trial
Altruist
No trial information availableEnvestnet | MoneyGuide
No trial information availableRatings
Meets Requirements
9.2
10
8.0
19
Ease of Use
9.8
10
8.1
19
Ease of Setup
Not enough data
7.6
7
Ease of Admin
Not enough data
7.9
7
Quality of Support
10.0
10
7.5
19
Has the product been a good partner in doing business?
Not enough data
8.6
7
Product Direction (% positive)
10.0
8
6.8
18
Features by Category
Market Intelligence
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Trading Operations
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Brokerage Trading Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
9.7
5
Not enough data
5.0
5
Not enough data
9.3
5
Not enough data
9.4
6
Not enough data
8.9
6
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Integration
8.1
6
Not enough data
Feature Not Available
Not enough data
6.1
6
Not enough data
Agentic AI - Investment Portfolio Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Platform Content
Not enough data
Not enough data
Not enough data
Not enough data
Platform Data
Not enough data
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Performance
Not enough data
Not enough data
Agentic AI - Financial Analytics
Not enough data
Not enough data
Platform Additional Functionality
10.0
5
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Content
Not enough data
Not enough data
Platform Data
9.7
5
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Performance
10.0
5
Not enough data
Categories
Categories
Shared Categories
Altruist and Envestnet | MoneyGuide are categorized as Investment Portfolio Management
Unique Categories
Altruist is categorized as Brokerage Trading Platforms and Investment Accounting
Envestnet | MoneyGuide is categorized as Financial Analytics
Reviews
Reviewers' Company Size
Altruist
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Envestnet | MoneyGuide
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
81.3%
Investment Management
18.8%
‐
‐
‐
Other
0.0%
Financial Services
90.9%
Non-Profit Organization Management
4.5%
Investment Management
4.5%
‐
‐
Other
0.0%
Alternatives
Discussions
Altruist has no discussions with answers
Does MoneyGuidePro integrate with Salesforce?
1 Comment
NG
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...Read more
Envestnet | MoneyGuide has no more discussions with answers
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