# Asset-Map vs Envestnet | MoneyGuide Comparison | | Asset-Map | Envestnet | MoneyGuide | |---|---|---| | **Star Rating** | 4.8 out of 5 | 4.0 out of 5 | | **Total Reviews** | 129 | 23 | | **Largest Market Segment** | Small-Business (85.3% of reviews) | Small-Business (81.8% of reviews) | | **Entry Level Price** | $149.00 1 Seats Per Month | No pricing available | --- ## Ratings Comparison | Rating | Asset-Map | Envestnet | MoneyGuide | |---|---|---| | **Meets Requirements** | 9.2 (95 reviews) | 8.0 (19 reviews) | | **Ease of Use** | 9.3 (98 reviews) | 8.1 (19 reviews) | | **Ease of Setup** | 9.4 (41 reviews) | 7.6 (7 reviews) | | **Ease of Admin** | 9.2 (16 reviews) | 7.9 (7 reviews) | | **Quality of Support** | 9.8 (91 reviews) | 7.5 (19 reviews) | | **Has the product been a good partner in doing business?** | 9.8 (16 reviews) | 8.6 (7 reviews) | | **Product Direction (% positive)** | 9.9 (87 reviews) | 6.8 (18 reviews) | --- ## Pricing ### Asset-Map #### Entry-Level Pricing Plan: Asset-Map Professional Price: $149.00 1 Seats Per Month Description: Our core solution transforms spreadsheet meetings into visual financial planning breakthroughs. Key Features: - Target-Map Planning Engine - Target-Map Cashflow Details - Discovery Interview for Prospecting and Fact-finding [Browse all 3 editions](https://www.g2.com/products/asset-map/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 | |---|---|---| | **Asset-Map** | N/A | N/A | | **Envestnet | MoneyGuide** | N/A | N/A | #### Functionality | Feature | Asset-Map | 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 | Asset-Map | 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 | Asset-Map | 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 | |---|---|---| | **Asset-Map** | 8.9/10 | 72 | | **Envestnet | MoneyGuide** | N/A | N/A | #### Platform Additional Functionality | Feature | Asset-Map | Envestnet | MoneyGuide | |---|---|---| | **Dashboard** | 9.1 (64 reviews) | Not enough data | | **Cloud** | 8.8 (53 reviews) | Not enough data | #### Platform Content | Feature | Asset-Map | Envestnet | MoneyGuide | |---|---|---| | **Automation** | 8.6 (56 reviews) | Not enough data | | **Content Library** | 8.9 (60 reviews) | Not enough data | #### Platform Data | Feature | Asset-Map | Envestnet | MoneyGuide | |---|---|---| | **Visualization** | 9.6 (67 reviews) | Not enough data | #### Platform Interoperability | Feature | Asset-Map | Envestnet | MoneyGuide | |---|---|---| | **API** | 8.3 (49 reviews) | Not enough data | #### Platform Performance | Feature | Asset-Map | Envestnet | MoneyGuide | |---|---|---| | **Reporting** | 8.8 (62 reviews) | Not enough data | #### Agentic AI - Financial Analytics | Feature | Asset-Map | Envestnet | MoneyGuide | |---|---|---| | **Proactive Assistance** | Feature Not Available | Not enough data | --- ## Categories **Shared Categories (1):** [Financial Analytics Software](https://www.g2.com/categories/financial-analytics) **Unique to Envestnet | MoneyGuide (1):** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) --- ## Reviewer Demographics ### By Company Size | Segment | Asset-Map | Envestnet | MoneyGuide | |---|---|---| | **Small-Business** | 85.3% | 81.8% | | **Mid-Market** | 3.9% | 13.6% | | **Enterprise** | 10.9% | 4.5% | ### By Industry #### Asset-Map - **Financial Services:** 89.9% - **Investment Management:** 7.0% - **Insurance:** 3.1% #### Envestnet | MoneyGuide - **Financial Services:** 90.9% - **Non-Profit Organization Management:** 4.5% - **Investment Management:** 4.5% --- ## Alternatives ### Alternatives to Asset-Map - [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) - [TradingView](https://www.g2.com/products/tradingview/reviews) — 4.5/5 stars (75 reviews) - [Irwin](https://www.g2.com/products/irwin/reviews) — 4.5/5 stars (57 reviews) - [Koyfin](https://www.g2.com/products/koyfin/reviews) — 4.8/5 stars (124 reviews) - [Spreadsheet Server by insightsoftware](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews) — 4.4/5 stars (81 reviews) - [FactSet Workstation](https://www.g2.com/products/factset-workstation/reviews) — 4.3/5 stars (35 reviews) - [Amazon Finspace](https://www.g2.com/products/amazon-finspace/reviews) — 4.6/5 stars (67 reviews) - [Aumni](https://www.g2.com/products/aumni/reviews) — 4.5/5 stars (23 reviews) - [Dynamo Software](https://www.g2.com/products/dynamo-software-dynamo-software/reviews) — 4.2/5 stars (34 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) - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) — 4.1/5 stars (423 reviews) - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) — 4.3/5 stars (546 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) - [Spreadsheet Server by insightsoftware](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews) — 4.4/5 stars (81 reviews) --- ## Top Discussions ### Asset-Map - Title: [What are the benefits of asset mapping?](https://www.g2.com/discussions/what-are-the-benefits-of-asset-mapping) — 2 comments, 1 upvote > **Top comment:** "It provides a simplified, one page snapshot, of the clients entire financial situation. " - Title: [What does asset map do?](https://www.g2.com/discussions/what-does-asset-map-do) — 2 comments, 1 upvote > **Top comment:** "Helps me have better conversations." - Title: [How much does asset map cost?](https://www.g2.com/discussions/how-much-does-asset-map-cost) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "https://www.asset-map.com/pricing" - Title: [Who owns asset map?](https://www.g2.com/discussions/who-owns-asset-map) — 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..." ### 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/asset-map-vs-envestnet-moneyguide)