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Compare Envestnet | MoneyGuide and eMoney 
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At a Glance
Market Segments
Small-Business (81.8% of reviews)
Small-Business (73.0% of reviews)
Entry-Level Pricing
No pricing available
Free Trial 1 User Per Year
Envestnet | 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 | MoneyGuideeMoney
Star Rating
(64)4.7 out of 5
Market Segments
Small-Business (73.0% of reviews)
Pros & Cons
Entry-Level Pricing
Free Trial 1 User Per Year
Free Trial is available
Browse all 3 pricing plansEnvestnet | MoneyGuide vs eMoney
When assessing the two solutions, reviewers found eMoney easier to use, set up, and administer. Reviewers also preferred doing business with eMoney overall.
- Reviewers felt that eMoney meets the needs of their business better than Envestnet | MoneyGuide.
- When comparing quality of ongoing product support, reviewers felt that eMoney is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of eMoney over Envestnet | MoneyGuide.
Pricing
Entry-Level Pricing
Envestnet | MoneyGuide
No pricing availableeMoney
eMoney Plus
Free Trial
1 User Per Year
A streamlined, goals-based financial planning solution for building more planning relationships and delivering more plans to more clients. Perfect for advisors who need:
- to be able to quickly create a plan
- a solution to serve clients with basic planning needs
- a scalable, personalized client experience
Free Trial
Envestnet | MoneyGuide
No trial information availableeMoney
Free Trial is available
Ratings
Meets Requirements
8.0
19
9.3
54
Ease of Use
8.1
19
8.5
55
Ease of Setup
7.6
7
9.0
41
Ease of Admin
7.9
7
9.2
11
Quality of Support
7.5
19
9.2
53
Has the product been a good partner in doing business?
8.6
7
9.2
11
Product Direction (% positive)
6.8
18
9.4
55
Features by Category
Functionality
Not enough data
9.4
14
Not enough data
8.8
14
Not enough data
9.6
14
Not enough data
8.8
14
Not enough data
9.5
14
Not enough data
8.8
14
Not enough data
9.2
10
Integration
Not enough data
9.1
13
Not enough data
8.6
13
Not enough data
8.8
13
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
Not enough data
9.3
38
Not enough data
9.4
37
Platform Content
Not enough data
8.6
35
Not enough data
8.8
36
Platform Data
Not enough data
9.5
38
Platform Interoperability
Not enough data
8.6
36
Platform Performance
Not enough data
9.1
37
Agentic AI - Financial Analytics
Not enough data
8.3
7
Categories
Categories
Shared Categories
Envestnet | MoneyGuide and eMoney are categorized as Investment Portfolio Management and Financial Analytics
Unique Categories
Envestnet | MoneyGuide has no unique categories
eMoney has no unique categories
Reviews
Reviewers' Company Size
Envestnet | MoneyGuide
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
eMoney
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
90.9%
Non-Profit Organization Management
4.5%
Investment Management
4.5%
‐
‐
Other
0.0%
Financial Services
93.7%
Consulting
1.6%
Marketing and Advertising
1.6%
Investment Management
1.6%
Banking
1.6%
Other
0.0%
Alternatives
Discussions
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
What types of planning capabilities does eMoney provide?
1 Comment
Official Response from eMoney
• Cash Flow Planning: Quickly review and analyze the details of your clients' plans for their entire lifecycle, build comprehensive planning techniques, and...Read more
How does eMoney handle income taxes?
1 Comment
Official Response from eMoney
• eMoney offers the choice of a flat tax rate or the IRS 1040 calculation.
• Flat Tax: Applies to earned income, investment income, and dividends. Capital...Read more
What solutions does eMoney offer for taxable investments?
1 Comment
Official Response from eMoney
• eMoney provides a comprehensive and customizable menu of reports, pre-built report templates, and data gathering and client auditing...Read more
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