Compare Asset-Map and Envestnet | MoneyGuide 
At a Glance
Market Segments
Small-Business (85.0% of reviews)
Small-Business (81.8% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
$149.00 1 Seats Per Month
No pricing available
Asset-Map
Star Rating
(127)4.9 out of 5
Market Segments
Small-Business (85.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$149.00 1 Seats Per Month
Browse all 3 pricing plansEnvestnet | 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 | MoneyGuideAsset-Map vs Envestnet | MoneyGuide
When assessing the two solutions, reviewers found Asset-Map easier to use, set up, and administer. Reviewers also preferred doing business with Asset-Map overall.
- Reviewers felt that Asset-Map meets the needs of their business better than Envestnet | MoneyGuide.
- When comparing quality of ongoing product support, reviewers felt that Asset-Map is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Asset-Map over Envestnet | MoneyGuide.
Pricing
Entry-Level Pricing
Asset-Map
Asset-Map Professional
$149.00
1 Seats Per Month
Our core solution transforms spreadsheet meetings into visual financial planning breakthroughs.
- Target-Map Planning Engine
- Target-Map Cashflow Details
- Discovery Interview for Prospecting and Fact-finding
Envestnet | MoneyGuide
No pricing availableFree Trial
Asset-Map
Free Trial is available
Envestnet | MoneyGuide
No trial information availableRatings
Meets Requirements
9.2
93
8.0
19
Ease of Use
9.3
96
8.1
19
Ease of Setup
9.4
39
7.6
7
Ease of Admin
9.2
16
7.9
7
Quality of Support
9.8
89
7.5
19
Has the product been a good partner in doing business?
9.8
16
8.6
7
Product Direction (% positive)
9.9
85
6.8
18
Features by Category
Functionality
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
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
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
9.0
62
Not enough data
8.8
53
Not enough data
Platform Content
8.6
56
Not enough data
8.9
59
Not enough data
Platform Data
9.6
65
Not enough data
Platform Interoperability
8.3
49
Not enough data
Platform Performance
8.7
60
Not enough data
Agentic AI - Financial Analytics
Not enough data
Not enough data
Categories
Categories
Shared Categories
Asset-Map and Envestnet | MoneyGuide are categorized as Financial Analytics
Unique Categories
Asset-Map has no unique categories
Envestnet | MoneyGuide is categorized as Investment Portfolio Management
Reviews
Reviewers' Company Size
Asset-Map
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
89.8%
Investment Management
7.1%
Insurance
3.1%
‐
‐
Other
0.0%
Financial Services
90.9%
Non-Profit Organization Management
4.5%
Investment Management
4.5%
‐
‐
Other
0.0%
Alternatives
Discussions
What are the benefits of asset mapping?
2 Comments
BH
It provides a simplified, one page snapshot, of the clients entire financial situation. Read more
How much does asset map cost?
1 Comment
Official Response from Asset-Map
https://www.asset-map.com/pricingRead more
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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