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# Asset-Map vs Envestnet | MoneyGuide Comparison - What are their main differences?

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Asset-MapEnvestnet | MoneyGuide[+ Add Product](#)

Reviews

**Asset-Map** [

4.8/5(137)

](https://www.g2.com/products/asset-map/reviews#reviews)

**Envestnet | MoneyGuide** [

4/5(23)

](https://www.g2.com/products/envestnet-moneyguide/reviews#reviews)

Pricing

**Asset-Map**
Free Trial

**$149.00** 1 Seats Per Month · Asset-Map Professional

**Envestnet | MoneyGuide**
No pricing available

**Pricing Insights**
from reviews

Time to Implement

**Asset-Map**
Not enough reviews yet

**Envestnet | MoneyGuide**
Not enough reviews yet

Return on Investment

**Asset-Map**
Not enough reviews yet

**Envestnet | MoneyGuide**
Not enough reviews yet

Perceived Cost

**Asset-Map**
$$$$$

**Envestnet | MoneyGuide**
$$$$$

Average Discount

**Asset-Map**
Not enough reviews yet

**Envestnet | MoneyGuide**
Not enough reviews yet

Pros & Cons

**Asset-Map**
Not enough data

**Envestnet | MoneyGuide**
Not enough data

Integrations

**Asset-Map**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_29b3c0564b8c50f1e49493e3dff51f52/addepar.jpg "Product Avatar Image")

Addepar

](https://www.g2.com/products/addepar/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_f6503aef59208e8645cfaa8fbf7a76e0/black-diamond-wealth-platform.png "Product Avatar Image")

Black Diamond Wealth Platform

](https://www.g2.com/products/black-diamond-wealth-platform/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_9b832fe9bb15e5e18b6852a303b57d40/box.jpg "Product Avatar Image")

Box

](https://www.g2.com/products/box/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_932afe795a97ad41003e50551e4dd8c3/dropbox-ai-dropbox.jpg "Product Avatar Image")

Dropbox

](https://www.g2.com/products/dropbox-ai-dropbox/reviews)[
View all
](https://www.g2.com/products/asset-map/integrations)

**Envestnet | MoneyGuide**
Not enough data

Screenshots

**Asset-Map**
 ![Asset-Map screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/124403/Asset-Map-Report-_1_.png)

**Envestnet | MoneyGuide**
No screenshot available

Ratings

Meets Requirements

**Asset-Map**

9.2

9.2101

**Envestnet | MoneyGuide**

8.0

8.019

Ease of Use

**Asset-Map**

9.3

9.3104

**Envestnet | MoneyGuide**

8.1

8.119

Ease of Setup

**Asset-Map**

9.3

9.347

**Envestnet | MoneyGuide**

7.6

7.67

Ease of Admin

**Asset-Map**

9.1

9.118

**Envestnet | MoneyGuide**

7.9

7.97

Quality of Support

**Asset-Map**

9.7

9.797

**Envestnet | MoneyGuide**

7.5

7.519

Has the product been a good partner in doing business?

**Asset-Map**

9.7

9.718

**Envestnet | MoneyGuide**

8.6

8.67

Product Direction (% positive)

**Asset-Map**

9.7

9.792

**Envestnet | MoneyGuide**

6.8

6.818

Features

Financial Analytics[Hide 8 FeaturesShow 8 Features](javascript:void(0);)

8.9

78

Not enough data

Platform Additional Functionality

Dashboard

9.1(won by default)

69

Not enough data

Cloud

8.8(won by default)

54

Not enough data

Platform Content

Automation

8.6(won by default)

57

Not enough data

Content Library

8.9(won by default)

62

Not enough data

Platform Data

Visualization

9.6(won by default)

72

Not enough data

Platform Interoperability

API

8.3(won by default)

51

Not enough data

Platform Performance

Reporting

8.8(won by default)

67

Not enough data

Agentic AI - Financial Analytics

Proactive Assistance

Feature Not Available

Not enough data

Show 1 feature category with incomplete data

Investment Portfolio Management[Hide 84 FeaturesShow 84 Features](javascript:void(0);)

Not enough data

Not enough data

Functionality

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

Investor Portal

Not enough data

Not enough data

Historical Reporting

Not enough data

Not enough data

Investor Reporting

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Tax Compliance

Not enough data

Not enough data

Portfolio Reporting

Not enough data

Not enough data

Integration

Data aggregation

Not enough data

Not enough data

Accounting Integration

Not enough data

Not enough data

Risk Management

Not enough data

Not enough data

Portfolio Accounting

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Investor Management

Not enough data

Not enough data

Trade Management

Not enough data

Not enough data

Investment Management

Not enough data

Not enough data

Portfolio Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Order Management

Not enough data

Not enough data

Fund Management

Not enough data

Not enough data

Tax Management

Not enough data

Not enough data

Cash Management

Not enough data

Not enough data

Client Management

Not enough data

Not enough data

Fee Management

Not enough data

Not enough data

Financial Management

Not enough data

Not enough data

Stock Management

Not enough data

Not enough data

Agentic AI - Investment Portfolio Management

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

Forecasting

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Categorization/Grouping

Not enough data

Not enough data

Budgeting/Forecasting

Not enough data

Not enough data

Additional Functionality

Risk Assessment

Not enough data

Not enough data

Automated Execution

Not enough data

Not enough data

Monitoring

Not enough data

Not enough data

Financial Analysis

Not enough data

Not enough data

Cryptocurrency Tracking

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Profit/Loss Statement

Not enough data

Not enough data

Risk Analysis

Not enough data

Not enough data

General Ledger

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Investor Communication

Not enough data

Not enough data

Performance Analysis

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Portfolio Analysis

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

CRM

Not enough data

Not enough data

For Hedge Funds

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Modeling & Simulation

Not enough data

Not enough data

Compliance Tracking

Not enough data

Not enough data

For Investment Advisors

Not enough data

Not enough data

Portfolio Rebalancing

Not enough data

Not enough data

Investment Research

Not enough data

Not enough data

Commodity Futures

Not enough data

Not enough data

API

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Benchmarking

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Investments Tracking

Not enough data

Not enough data

Bonds/Stocks

Not enough data

Not enough data

For Investors & Traders

Not enough data

Not enough data

Multi-Currency

Not enough data

Not enough data

Stock Tracking

Not enough data

Not enough data

Watch List

Not enough data

Not enough data

What-if Analysis

Not enough data

Not enough data

Goal Setting/Tracking

Not enough data

Not enough data

Wash Sale Detection

Not enough data

Not enough data

For Traders

Not enough data

Not enough data

Side-by-Side Comparison

Not enough data

Not enough data

User Insights

Reviewers' Company Size

[![Asset-Map](https://images.g2crowd.com/uploads/product/hd_favicon/8498917947b6a66a626d2854a563bef8/asset-map.svg "Asset-Map")](https://www.g2.com/products/asset-map/reviews)

Asset-Map

Small-Business(50 or fewer emp.)

84.7%

Mid-Market(51-1000 emp.)

4.4%

Enterprise(\> 1000 emp.)

10.9%

[![Envestnet | MoneyGuide](https://images.g2crowd.com/uploads/product/hd_favicon/1d9a23e812276884caab455eaa920033/envestnet-moneyguide.svg "Envestnet | MoneyGuide")](https://www.g2.com/products/envestnet-moneyguide/reviews)

Envestnet | MoneyGuide

Small-Business(50 or fewer emp.)

81.8%

Mid-Market(51-1000 emp.)

13.6%

Enterprise(\> 1000 emp.)

4.5%

Small-Business

(50 or fewer emp.)

84.7%

81.8%

Mid-Market

(51-1000 emp.)

4.4%

13.6%

Enterprise

(\> 1000 emp.)

10.9%

4.5%

Reviewers' Industry

[![Asset-Map](https://images.g2crowd.com/uploads/product/hd_favicon/8498917947b6a66a626d2854a563bef8/asset-map.svg "Asset-Map")](https://www.g2.com/products/asset-map/reviews)
Asset-Map

Financial Services

89.6%

Investment Management

7.4%

Insurance

3.0%

‐

‐

Other

0.0%

[![Envestnet | MoneyGuide](https://images.g2crowd.com/uploads/product/hd_favicon/1d9a23e812276884caab455eaa920033/envestnet-moneyguide.svg "Envestnet | MoneyGuide")](https://www.g2.com/products/envestnet-moneyguide/reviews)
Envestnet | MoneyGuide

Financial Services

90.9%

Non-Profit Organization Management

4.5%

Investment Management

4.5%

‐

‐

Other

0.0%

FAQs

## Asset-Map vs Envestnet | MoneyGuide FAQs

Generated using AI

Last updated: August 15, 2026

### What is the difference between Envestnet | MoneyGuide vs Asset-Map?

Asset-Map stands out over Envestnet | MoneyGuide with a higher G2 rating, stronger support, and easier setup, while both target small-business users.

| | [Envestnet | MoneyGuide](https://www.g2.com/products/envestnet-moneyguide/reviews) | [Asset-Map](https://www.g2.com/products/asset-map/reviews) |
| --- | --- | --- |
| G2 Rating (reviews) | 4.0/5 (23 reviews) | 4.8/5 (129 reviews) |
| Largest Segment | Small-Business | Small-Business |
| Ease of Setup score | 7.6 | 9.4 |
| Quality of Support score | 7.5 | 9.8 |
| Top Reviewer-Cited Strength | Comprehensive planning tools and scenario modeling | Visual clarity and ease of use for client engagement |

### How do the pricing models of Envestnet | MoneyGuide and Asset-Map compare?

Asset-Map is rated higher for value, with reviewers expressing greater satisfaction with its pricing compared to Envestnet | MoneyGuide.

- **Envestnet | MoneyGuide:** Reviewers note that the software can be expensive, especially for infrequent use, and mention challenges with contract cancellation.
- **Asset-Map:** In recent reviews, most reviewers feel the cost is justified by the value and support, though a few mention the monthly cost as high but worthwhile.
- **Switching reasons:** Several reviewers switched from Envestnet | MoneyGuide due to cost concerns and found Asset-Map's pricing and value more attractive for their needs.

### What are the best alternatives to Envestnet | MoneyGuide and Asset-Map?

The top three alternatives to Envestnet | MoneyGuide and Asset-Map are eMoney, RightCapital, and Morningstar Direct Advisory Suite.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [Envestnet | MoneyGuide](https://www.g2.com/products/envestnet-moneyguide/reviews) | 4.0/5 (23 reviews) | Small-Business | Reviewers cite high cost for infrequent use | Comprehensive planning tools and scenario modeling |
| [Asset-Map](https://www.g2.com/products/asset-map/reviews) | 4.8/5 (129 reviews) | Small-Business | Reviewers feel the value justifies the cost | Visual clarity and ease of use for client engagement |
| [eMoney](https://www.g2.com/products/emoney/reviews) | 4.7/5 (67 reviews) | Small-Business | — | Strong integrations and robust planning features |
| [RightCapital](https://www.g2.com/products/rightcapital/reviews) | 4.6/5 (14 reviews) | Small-Business | — | Intuitive interface and modern design |
| [Morningstar Direct Advisory Suite](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) | 4.1/5 (285 reviews) | Small-Business | — | Comprehensive analytics and reporting capabilities |

### Which Financial Analytics features should I prioritize when comparing Envestnet | MoneyGuide and Asset-Map?

Buyers should prioritize Ease of Use, Quality of Support, Ease of Setup, Visual Clarity, and Scenario Modeling when comparing Envestnet | MoneyGuide and Asset-Map.

- **Ease of Use:** Envestnet | MoneyGuide scores 8.1; Asset-Map scores 9.3.
- **Quality of Support:** Envestnet | MoneyGuide scores 7.5; Asset-Map scores 9.8.
- **Ease of Setup:** Envestnet | MoneyGuide scores 7.6; Asset-Map scores 9.4.
- **Visual Clarity:** Asset-Map is frequently praised for its visual presentation and clarity in recent reviews.
- **Scenario Modeling:** Envestnet | MoneyGuide is highlighted for robust scenario modeling and comprehensive planning tools.

### What are the pros and cons of Envestnet | MoneyGuide vs Asset-Map?

Asset-Map's headline strength is visual clarity and ease of use, while Envestnet | MoneyGuide is recognized for comprehensive planning tools and scenario modeling.

- **Envestnet | MoneyGuide strengths:** Comprehensive planning tools, robust scenario modeling, detailed financial plan creation, and credibility as a financial planner.
- **Envestnet | MoneyGuide trade-offs:** Reviewers mention high cost for infrequent use, cumbersome navigation, less modern interface, and challenges with contract cancellation.
- **Asset-Map strengths:** Visual clarity, ease of use, high client engagement, strong customer support, and efficient onboarding and training.
- **Asset-Map trade-offs:** Some reviewers note a desire for more advanced planning features and integrations, and a few mention the monthly cost as high but justified by value.

### Is Envestnet | MoneyGuide or Asset-Map better for small businesses?

Asset-Map is the better fit for small businesses, with a higher G2 rating and stronger small-business reviewer sentiment.

- **Envestnet | MoneyGuide:** Largest segment is Small-Business; reviewers note the software is robust but can be expensive for smaller firms and infrequent use.
- **Asset-Map:** Largest segment is Small-Business; reviewers consistently praise its ease of use, visual clarity, and value for small-business needs.

### Which Financial Analytics platform has better integrations?

Asset-Map is favored for integrations, with reviewers citing more integration options and positive experiences.

- **Envestnet | MoneyGuide:** Reviewers mention integration with RedTail CRM and TDAmeritrade Institutional, but without all-time mention counts.
- **Asset-Map:** Box (4 all-time mentions), eMoney (3 all-time mentions), and Jump (2 all-time mentions) are cited as integrations in recent reviews.

### How do Envestnet | MoneyGuide and Asset-Map compare on customer support?

Asset-Map outperforms Envestnet | MoneyGuide on Quality of Support by a significant margin, with a 2.3-point higher score (9.8 vs 7.5).

- **Envestnet | MoneyGuide:** Reviewers describe support as generally helpful but note occasional slow response times and challenges with contract issues.
- **Asset-Map:** Reviewers consistently praise Asset-Map's support team for responsiveness, helpfulness, and proactive training resources.

### Which is easier to implement, Envestnet | MoneyGuide or Asset-Map?

Asset-Map is easier to implement than Envestnet | MoneyGuide, with a 1.8-point higher Ease of Setup score (9.4 vs 7.6).

- **Envestnet | MoneyGuide:** Reviewers report a moderate learning curve and some complexity in setup, but appreciate the available support resources.
- **Asset-Map:** Reviewers highlight quick onboarding, intuitive setup, and effective training, making implementation straightforward for most users.

Alternatives

**Asset-Map Alternatives**

 ![eMoney](https://images.g2crowd.com/uploads/product/hd_favicon/148f44b696f54a7e9475d7b9768c4f8b/emoney.svg "eMoney")

[
eMoney
](/products/emoney/reviews)

 ![RightCapital](https://images.g2crowd.com/uploads/product/hd_favicon/1b134572bd030a7838eab740973ef0dc/rightcapital.svg "RightCapital")

[
RightCapital
](/products/rightcapital/reviews)

 ![TradingView](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_5ec66c52287a108256fe7c9cc632dc0b/tradingview.png "TradingView")

[
TradingView
](/products/tradingview/reviews)

 ![Irwin](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_e9370065a53a978a6fa07d306829d964/irwin.png "Irwin")

[
Irwin
](/products/irwin/reviews)

**Envestnet | MoneyGuide Alternatives**

 ![eMoney](https://images.g2crowd.com/uploads/product/hd_favicon/148f44b696f54a7e9475d7b9768c4f8b/emoney.svg "eMoney")

[
eMoney
](/products/emoney/reviews)

 ![RightCapital](https://images.g2crowd.com/uploads/product/hd_favicon/1b134572bd030a7838eab740973ef0dc/rightcapital.svg "RightCapital")

[
RightCapital
](/products/rightcapital/reviews)

 ![Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct-advisory-suite-formerly-advisor-workstation.svg "Morningstar Direct Advisory Suite (formerly Advisor Workstation)")

[
Morningstar Direct Advisory...
](/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews)

 ![Morningstar Direct](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct.svg "Morningstar Direct")

[
Morningstar Direct
](/products/morningstar-direct/reviews)

## Asset-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.