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Compare Asset-Map and Envestnet | MoneyGuide 
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At a Glance
Market Segments
Small-Business (85.2% of reviews)
Small-Business (81.8% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
$142.00 1 Seats Per Month
No pricing available
Asset-Map
Star Rating
(122)4.8 out of 5
Market Segments
Small-Business (85.2% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$142.00 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 | MoneyGuideSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Envestnet | MoneyGuide offers a solid customizable reporting feature, with a score of 9.1, but reviewers mention that Asset-Map excels in its visualization capabilities, scoring 9.6, making it easier for users to interpret data at a glance.
- Reviewers say that Asset-Map has a superior ease of setup, rated at 9.5, compared to Envestnet | MoneyGuide's 7.6, indicating that users find Asset-Map more user-friendly when getting started.
- G2 users highlight that the quality of support for Asset-Map is exceptional, with a score of 9.8, while Envestnet | MoneyGuide's support is rated lower at 7.5, suggesting that users may have a better experience resolving issues with Asset-Map.
- Users on G2 mention that Envestnet | MoneyGuide has a strong focus on compliance features, which is crucial for financial advisors, but Asset-Map's integration capabilities, particularly with accounting software, are noted as a significant advantage.
- Reviewers mention that while both platforms serve the small-business market well, Asset-Map has a larger total number of reviews (112) compared to Envestnet | MoneyGuide (22), indicating a more established user base and potentially more feedback on its performance.
- Users say that Envestnet | MoneyGuide's product direction is perceived as less favorable (6.8) compared to Asset-Map's impressive score of 9.8, suggesting that users feel more confident in the future development and enhancements of Asset-Map.
Pricing
Entry-Level Pricing
Asset-Map
Asset-Map Professional
$142.00
1 Seats Per Month
Our core solution, designed to take your financial planning conversations to the next level.
- 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
88
8.0
19
Ease of Use
9.3
91
8.1
19
Ease of Setup
9.4
34
7.6
7
Ease of Admin
9.1
15
7.9
7
Quality of Support
9.8
84
7.5
19
Has the product been a good partner in doing business?
9.8
15
8.6
7
Product Direction (% positive)
9.9
80
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
9.1
61
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
61
Not enough data
Platform Interoperability
8.3
49
Not enough data
Platform Performance
8.7
59
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
90.2%
Investment Management
6.6%
Insurance
3.3%
‐
‐
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
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
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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