Compare Envestnet | MoneyGuide and fi360 Toolkit
At a Glance
Market Segments
Small-Business (81.8% of reviews)
Small-Business (72.7% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
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 | MoneyGuide
fi360 Toolkit
Star Rating
(11)4.0 out of 5
Market Segments
Small-Business (72.7% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about fi360 Toolkit
Envestnet | MoneyGuide vs fi360 Toolkit
When assessing the two solutions, reviewers found fi360 Toolkit easier to use and set up. However, Envestnet | MoneyGuide is easier to administer. Reviewers also preferred doing business with Envestnet | MoneyGuide overall.
- Reviewers felt that fi360 Toolkit meets the needs of their business better than Envestnet | MoneyGuide.
- When comparing quality of ongoing product support, reviewers felt that fi360 Toolkit is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Envestnet | MoneyGuide over fi360 Toolkit.
Pricing
Entry-Level Pricing
Envestnet | MoneyGuide
No pricing availablefi360 Toolkit
No pricing availableFree Trial
Envestnet | MoneyGuide
No trial information availablefi360 Toolkit
No trial information availableRatings
Meets Requirements
8.0
19
8.2
10
Ease of Use
8.1
19
8.2
11
Ease of Setup
7.6
7
8.3
5
Ease of Admin
7.9
7
6.7
5
Quality of Support
7.5
19
8.7
10
Has the product been a good partner in doing business?
8.6
7
7.3
5
Product Direction (% positive)
6.8
18
5.8
11
Features by Category
Functionality
Not enough data
7.3
5
Not enough data
8.0
5
Not enough data
6.7
5
Not enough data
7.0
5
Not enough data
8.0
5
Not enough data
8.0
5
Not enough data
Not enough data
Integration
Not enough data
8.0
5
Not enough data
7.7
5
Not enough data
8.3
5
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
Not enough data
Not enough data
Not enough data
Platform Content
Not enough data
Not enough data
Not enough data
Not enough data
Platform Data
Not enough data
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Performance
Not enough data
Not enough data
Agentic AI - Financial Analytics
Not enough data
Not enough data
Categories
Categories
Shared Categories
Envestnet | MoneyGuide and fi360 Toolkit are categorized as Investment Portfolio Management
Unique Categories
Envestnet | MoneyGuide is categorized as Financial Analytics
fi360 Toolkit has no unique categories
Reviews
Reviewers' Company Size
Envestnet | MoneyGuide
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
fi360 Toolkit
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
45.5%
Consulting
18.2%
Insurance
9.1%
Information Technology and Services
9.1%
Biotechnology
9.1%
Other
9.1%
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
fi360 Toolkit has no discussions with answers
