# Altruist vs Envestnet | MoneyGuide Comparison

| | Altruist | Envestnet | MoneyGuide | 
|---|---|---|
| **Star Rating** | 5.0 out of 5 | 4.0 out of 5 | 
| **Total Reviews** | 16 | 23 | 
| **Largest Market Segment** | Small-Business (100.0% of reviews) | Small-Business (81.8% of reviews) | 
| **Entry Level Price** | No pricing available | No pricing available | 

---
## Top Pros & Cons

### Altruist

Pros:
- Customer Support (3 reviews)
- Ease of Use (3 reviews)


### Envestnet | MoneyGuide

**Not enough data**

---
## Ratings Comparison
| Rating | Altruist | Envestnet | MoneyGuide | 
|---|---|---|
  | **Meets Requirements** | 9.2 (10 reviews) | 8.0 (19 reviews) | 
  | **Ease of Use** | 9.8 (10 reviews) | 8.1 (19 reviews) | 
  | **Ease of Setup** | Not enough data | 7.6 (7 reviews) | 
  | **Ease of Admin** | Not enough data | 7.9 (7 reviews) | 
  | **Quality of Support** | 10.0 (10 reviews) | 7.5 (19 reviews) | 
  | **Has the product been a good partner in doing business?** | Not enough data | 8.6 (7 reviews) | 
  | **Product Direction (% positive)** | 10.0 (8 reviews) | 6.8 (18 reviews) | 

---
## Pricing

### Altruist

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Envestnet | MoneyGuide

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Brokerage Trading Platforms

| Product | Score | Reviews |
|---|---|---|
| **Altruist** | N/A | N/A |
| **Envestnet | MoneyGuide** | N/A | N/A |

#### Market Intelligence

| Feature | Altruist | Envestnet | MoneyGuide | 
|---|---|---|
| **Digital Transactions - Brokerage Trading Platforms** | Not enough data | Not enough data | 
| **Analytics Tools - Brokerage Trading Platforms** | Not enough data | Not enough data | 
| **Market Tailoring - Brokerage Trading Platforms** | Not enough data | Not enough data | 
| **Market Intelligence - Brokerage Trading Platforms** | Not enough data | Not enough data | 

#### Trading Operations

| Feature | Altruist | Envestnet | MoneyGuide | 
|---|---|---|
| **Intermediary - Brokerage Trading Platforms** | Not enough data | Not enough data | 
| **Security - Brokerage Trading Platforms** | Not enough data | Not enough data | 
| **Trades Automation - Brokerage Trading Platforms** | Not enough data | Not enough data | 
| **Real-Time Price Feeds - Brokerage Trading Platforms** | Not enough data | Not enough data | 

#### Agentic AI - Brokerage Trading Platforms

| Feature | Altruist | Envestnet | MoneyGuide | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 

### Investment Portfolio Management

| Product | Score | Reviews |
|---|---|---|
| **Altruist** | 8.1/10 | 6 |
| **Envestnet | MoneyGuide** | N/A | N/A |

#### Functionality

| Feature | Altruist | Envestnet | MoneyGuide | 
|---|---|---|
| **Customizable Reporting** | 9.7 (5 reviews) | Not enough data | 
| **Market Analytics** | 5.0 (5 reviews) | Not enough data | 
| **Client Portal** | 9.3 (5 reviews) | Not enough data | 
| **Investment Accounting** | 9.4 (6 reviews) | Not enough data | 
| **Real time ** | 8.9 (6 reviews) | Not enough data | 
| **Compliance** | Feature Not Available | Not enough data | 
| **Customizable Reporting** | Not enough data | Not enough data | 

#### Integration

| Feature | Altruist | Envestnet | MoneyGuide | 
|---|---|---|
| **Data aggregation** | 8.1 (6 reviews) | Not enough data | 
| **Accounting Integration** | Feature Not Available | Not enough data | 
| **Risk Management** | 6.1 (6 reviews) | Not enough data | 

#### Agentic AI - Investment Portfolio Management

| Feature | Altruist | 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 |
|---|---|---|
| **Altruist** | N/A | N/A |
| **Envestnet | MoneyGuide** | N/A | N/A |

#### Platform Additional Functionality

| Feature | Altruist | Envestnet | MoneyGuide | 
|---|---|---|
| **Dashboard** | Not enough data | Not enough data | 
| **Cloud** | Not enough data | Not enough data | 

#### Platform Content

| Feature | Altruist | Envestnet | MoneyGuide | 
|---|---|---|
| **Automation** | Not enough data | Not enough data | 
| **Content Library** | Not enough data | Not enough data | 

#### Platform Data

| Feature | Altruist | Envestnet | MoneyGuide | 
|---|---|---|
| **Visualization** | Not enough data | Not enough data | 

#### Platform Interoperability

| Feature | Altruist | Envestnet | MoneyGuide | 
|---|---|---|
| **API** | Not enough data | Not enough data | 

#### Platform Performance

| Feature | Altruist | Envestnet | MoneyGuide | 
|---|---|---|
| **Reporting** | Not enough data | Not enough data | 

#### Agentic AI  - Financial Analytics

| Feature | Altruist | Envestnet | MoneyGuide | 
|---|---|---|
| **Proactive Assistance** | Not enough data | Not enough data | 

### Investment Accounting

| Product | Score | Reviews |
|---|---|---|
| **Altruist** | 9.9/10 | 5 |
| **Envestnet | MoneyGuide** | N/A | N/A |

#### Platform Additional Functionality

| Feature | Altruist | Envestnet | MoneyGuide | 
|---|---|---|
| **Cloud** | 10.0 (5 reviews) | Not enough data | 
| **On-Premise** | Not enough data | Not enough data | 
| **Multi-Currency** | Not enough data | Not enough data | 
| **Global-Asset** | Not enough data | Not enough data | 
| **Integrated General Ledger** | Not enough data | Not enough data | 

#### Platform Content

| Feature | Altruist | Envestnet | MoneyGuide | 
|---|---|---|
| **Automation** | Not enough data | Not enough data | 

#### Platform Data

| Feature | Altruist | Envestnet | MoneyGuide | 
|---|---|---|
| **Dashboard** | 9.7 (5 reviews) | Not enough data | 

#### Platform Interoperability

| Feature | Altruist | Envestnet | MoneyGuide | 
|---|---|---|
| **Pre-Built Connectors** | Not enough data | Not enough data | 

#### Platform Performance

| Feature | Altruist | Envestnet | MoneyGuide | 
|---|---|---|
| **Reporting** | 10.0 (5 reviews) | Not enough data | 

---
## Categories
**Shared Categories (1):** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)

**Unique to Altruist (2):** [Brokerage Trading Platforms](https://www.g2.com/categories/brokerage-trading-platforms), [Investment Accounting Software](https://www.g2.com/categories/investment-accounting)

**Unique to Envestnet | MoneyGuide (1):** [Financial Analytics Software](https://www.g2.com/categories/financial-analytics)


---
## Reviewer Demographics

### By Company Size

| Segment | Altruist | Envestnet | MoneyGuide | 
|---|---|---|
| **Small-Business** | 100.0% | 81.8% | 
| **Mid-Market** | 0% | 13.6% | 
| **Enterprise** | 0% | 4.5% | 

### By Industry

#### Altruist

- **Financial Services:** 81.3%
- **Investment Management:** 18.8%

#### Envestnet | MoneyGuide

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

---
## Alternatives

### Alternatives to Altruist

- [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) — 4.3/5 stars (547 reviews)
- [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) — 4.1/5 stars (425 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)
- [Pershing Financial Services](https://www.g2.com/products/pershing-financial-services/reviews) — 4.2/5 stars (58 reviews)
- [Koyfin](https://www.g2.com/products/koyfin/reviews) — 4.8/5 stars (124 reviews)
- [Backstop Solutions Suite](https://www.g2.com/products/backstop-solutions-suite/reviews) — 4.7/5 stars (46 reviews)
- [Morningstar Office](https://www.g2.com/products/morningstar-office/reviews) — 3.9/5 stars (19 reviews)
- [Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews) — 4.4/5 stars (98 reviews)
- [Nitrogen](https://www.g2.com/products/nitrogen-nitrogen/reviews) — 4.0/5 stars (72 reviews)
- [eMoney](https://www.g2.com/products/emoney/reviews) — 4.7/5 stars (67 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 (425 reviews)
- [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) — 4.3/5 stars (547 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 (124 reviews)
- [Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews) — 4.4/5 stars (98 reviews)

---
## Top Discussions

### Altruist

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/altruist-vs-envestnet-moneyguide)