# Envestnet | MoneyGuide vs eMoney Comparison

| | Envestnet | MoneyGuide | eMoney | 
|---|---|---|
| **Star Rating** | 4.0 out of 5 | 4.7 out of 5 | 
| **Total Reviews** | 23 | 67 | 
| **Largest Market Segment** | Small-Business (81.8% of reviews) | Small-Business (72.7% of reviews) | 
| **Entry Level Price** | No pricing available | Free Trial 1 User Per Year | 

---
## Top Pros & Cons

### Envestnet | MoneyGuide

**Not enough data**

### eMoney

Pros:
- Customer Support (10 reviews)
- Features (6 reviews)

Cons:
- Feature Deficiency (6 reviews)
- Data Accessibility (3 reviews)

---
## Ratings Comparison
| Rating | Envestnet | MoneyGuide | eMoney | 
|---|---|---|
  | **Meets Requirements** | 8.0 (19 reviews) | 9.3 (57 reviews) | 
  | **Ease of Use** | 8.1 (19 reviews) | 8.5 (58 reviews) | 
  | **Ease of Setup** | 7.6 (7 reviews) | 9.1 (44 reviews) | 
  | **Ease of Admin** | 7.9 (7 reviews) | 9.2 (11 reviews) | 
  | **Quality of Support** | 7.5 (19 reviews) | 9.2 (56 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.6 (7 reviews) | 9.2 (11 reviews) | 
  | **Product Direction (% positive)** | 6.8 (18 reviews) | 9.4 (58 reviews) | 

---
## Pricing

### Envestnet | MoneyGuide

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### eMoney

#### Entry-Level Pricing

Plan: eMoney Plus

Price: Free Trial 1 User Per Year

Description: A streamlined, goals-based financial planning solution for building more planning relationships and delivering more plans to more clients. Perfect for advisors who need:

Key Features:
- to be able to quickly create a plan  
- a solution to serve clients with basic planning needs
- a scalable, personalized client experience

[Browse all 3 editions](https://www.g2.com/products/emoney/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### Investment Portfolio Management

| Product | Score | Reviews |
|---|---|---|
| **Envestnet | MoneyGuide** | N/A | N/A |
| **eMoney** | 9.1/10 | 14 |

#### Functionality

| Feature | Envestnet | MoneyGuide | eMoney | 
|---|---|---|
| **Customizable Reporting** | Not enough data | 9.4 (14 reviews) | 
| **Market Analytics** | Not enough data | 8.8 (14 reviews) | 
| **Client Portal** | Not enough data | 9.6 (14 reviews) | 
| **Investment Accounting** | Not enough data | 8.8 (14 reviews) | 
| **Real time ** | Not enough data | 9.5 (14 reviews) | 
| **Compliance** | Not enough data | 8.8 (14 reviews) | 
| **Customizable Reporting** | Not enough data | 9.2 (10 reviews) | 

#### Integration

| Feature | Envestnet | MoneyGuide | eMoney | 
|---|---|---|
| **Data aggregation** | Not enough data | 9.1 (13 reviews) | 
| **Accounting Integration** | Not enough data | 8.6 (13 reviews) | 
| **Risk Management** | Not enough data | 8.8 (13 reviews) | 

#### Agentic AI - Investment Portfolio Management

| Feature | Envestnet | MoneyGuide | eMoney | 
|---|---|---|
| **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 |
|---|---|---|
| **Envestnet | MoneyGuide** | N/A | N/A |
| **eMoney** | 9.0/10 | 41 |

#### Platform Additional Functionality

| Feature | Envestnet | MoneyGuide | eMoney | 
|---|---|---|
| **Dashboard** | Not enough data | 9.3 (38 reviews) | 
| **Cloud** | Not enough data | 9.4 (37 reviews) | 

#### Platform Content

| Feature | Envestnet | MoneyGuide | eMoney | 
|---|---|---|
| **Automation** | Not enough data | 8.6 (35 reviews) | 
| **Content Library** | Not enough data | 8.8 (36 reviews) | 

#### Platform Data

| Feature | Envestnet | MoneyGuide | eMoney | 
|---|---|---|
| **Visualization** | Not enough data | 9.5 (40 reviews) | 

#### Platform Interoperability

| Feature | Envestnet | MoneyGuide | eMoney | 
|---|---|---|
| **API** | Not enough data | 8.6 (36 reviews) | 

#### Platform Performance

| Feature | Envestnet | MoneyGuide | eMoney | 
|---|---|---|
| **Reporting** | Not enough data | 9.1 (39 reviews) | 

#### Agentic AI  - Financial Analytics

| Feature | Envestnet | MoneyGuide | eMoney | 
|---|---|---|
| **Proactive Assistance** | Not enough data | 8.3 (7 reviews) | 

---
## Categories
**Shared Categories (2):** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management), [Financial Analytics Software](https://www.g2.com/categories/financial-analytics)




---
## Reviewer Demographics

### By Company Size

| Segment | Envestnet | MoneyGuide | eMoney | 
|---|---|---|
| **Small-Business** | 81.8% | 72.7% | 
| **Mid-Market** | 13.6% | 18.2% | 
| **Enterprise** | 4.5% | 9.1% | 

### By Industry

#### Envestnet | MoneyGuide

- **Financial Services:** 90.9%
- **Non-Profit Organization Management:** 4.5%
- **Investment Management:** 4.5%

#### eMoney

- **Financial Services:** 93.9%
- **Consulting:** 1.5%
- **Marketing and Advertising:** 1.5%
- **Investment Management:** 1.5%
- **Banking:** 1.5%

---
## Alternatives

### Alternatives to Envestnet | MoneyGuide

- [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 (275 reviews)
- [Asset-Map](https://www.g2.com/products/asset-map/reviews) — 4.8/5 stars (129 reviews)
- [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) — 4.0/5 stars (407 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 (123 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)

### Alternatives to eMoney

- [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 (275 reviews)
- [Asset-Map](https://www.g2.com/products/asset-map/reviews) — 4.8/5 stars (129 reviews)
- [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) — 4.0/5 stars (407 reviews)
- [Seeking Alpha](https://www.g2.com/products/seeking-alpha/reviews) — 4.1/5 stars (31 reviews)
- [Ziggma](https://www.g2.com/products/ziggma/reviews) — 4.7/5 stars (18 reviews)
- [Simply Wall St](https://www.g2.com/products/simply-wall-st/reviews) — 4.5/5 stars (12 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)
- [Koyfin](https://www.g2.com/products/koyfin/reviews) — 4.8/5 stars (123 reviews)

---
## Top Discussions

### 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..."

### eMoney

- Title: [Who uses eMoney?](https://www.g2.com/discussions/who-uses-emoney) — 2 comments
  > **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..."
- Title: [What does eMoney cost?](https://www.g2.com/discussions/what-does-emoney-cost) — 1 comment
  > **Top comment:** "eMoney is a premium platform, and costs just under $400 USD/mo per license. "
- Title: [How does eMoney differ from other wealth management platforms?](https://www.g2.com/discussions/how-does-emoney-differ-from-other-wealth-management-platforms) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Unlike most financial planning solutions, eMoney offers a comprehensive wealth management platform that includes the full range of capabilities you need to..."
- Title: [How does eMoney keep its data secure?](https://www.g2.com/discussions/how-does-emoney-keep-its-data-secure) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Our commitment to safeguarding your and your clients' information surpasses the responsibility of one team or department—it's an ongoing, company-wide effort..."
- Title: [Does eMoney offer data entry services?](https://www.g2.com/discussions/does-emoney-offer-data-entry-services) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "The Data Entry team can provide eMoney users with administrative support in entering client data, scanning and uploading documents to the eMoney Vault, and..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/envestnet-moneyguide-vs-emoney)