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Compare Envestnet | MoneyGuide and Maximizer 
Featured Products
At a Glance
Market Segments
Small-Business (81.8% of reviews)
Small-Business (74.7% of reviews)
Entry-Level Pricing
No pricing available
$65.00 3 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 | MoneyGuideMaximizer
Star Rating
(658)4.0 out of 5
Market Segments
Small-Business (74.7% of reviews)
Pros & Cons
Entry-Level Pricing
$65.00 3 User Per Year
Browse all 3 pricing plansEnvestnet | MoneyGuide vs Maximizer
When assessing the two solutions, reviewers found Envestnet | MoneyGuide easier to use and do business with overall. However, reviewers felt that Maximizer is easier to set up. Both products were equally easy to administer.
- Reviewers felt that Maximizer meets the needs of their business better than Envestnet | MoneyGuide.
- When comparing quality of ongoing product support, reviewers felt that Maximizer is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Maximizer over Envestnet | MoneyGuide.
Pricing
Entry-Level Pricing
Envestnet | MoneyGuide
No pricing availableMaximizer
Base Edition
$65.00
3 User Per Year
- Advanced Contact Management
- Lead & Opportunity Handling
- Task Management
Free Trial
Envestnet | MoneyGuide
No trial information availableMaximizer
No trial information availableRatings
Meets Requirements
8.0
19
8.3
574
Ease of Use
8.1
19
7.9
580
Ease of Setup
7.6
7
7.7
319
Ease of Admin
7.9
7
7.9
195
Quality of Support
7.5
19
8.2
552
Has the product been a good partner in doing business?
8.6
7
8.1
193
Product Direction (% positive)
6.8
18
7.9
572
Features by Category
Sales Force Automation
Not enough data
8.3
417
|
Verified
Not enough data
7.0
221
Not enough data
7.4
320
|
Verified
Not enough data
7.9
395
|
Verified
Not enough data
6.4
216
|
Verified
Not enough data
7.7
356
|
Verified
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
7.5
273
Marketing Automation
Not enough data
6.9
289
Not enough data
6.7
241
Not enough data
7.2
270
Not enough data
6.3
189
Customer Support
Not enough data
7.5
263
Not enough data
Feature Not Available
Not enough data
7.2
274
Not enough data
Feature Not Available
Not enough data
7.2
219
Reporting & Analytics
Not enough data
7.3
307
|
Verified
Not enough data
7.6
310
|
Verified
Not enough data
6.7
209
|
Verified
Mobile & Social
Not enough data
6.1
108
Not enough data
5.7
107
Not enough data
6.6
267
|
Verified
Platform
Not enough data
8.0
245
|
Verified
Not enough data
7.6
232
Not enough data
8.1
240
|
Verified
Not enough data
6.9
159
Not enough data
6.7
139
Not enough data
7.5
198
Not enough data
8.0
226
|
Verified
Not enough data
6.9
130
Integration
Not enough data
7.4
222
|
Verified
Not enough data
6.6
160
|
Verified
Not enough data
6.6
151
|
Verified
Generative AI
Not enough data
5.6
93
Agentic AI - CRM
Not enough data
5.6
13
Not enough data
5.9
13
Not enough data
5.7
14
Not enough data
6.2
13
Not enough data
5.8
12
Not enough data
6.3
14
Not enough data
6.3
14
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
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
Content
Not enough data
6.0
67
Platform Additional Functionality
Not enough data
Feature Not Available
Not enough data
7.2
68
Not enough data
6.7
68
Not enough data
6.5
67
Not enough data
5.5
68
Platform Reporting and Analytics
Not enough data
6.5
67
Not enough data
5.2
66
Customer Support
Not enough data
6.6
65
Not enough data
Feature Not Available
Not enough data
6.8
65
Not enough data
6.4
65
Marketing Automation
Not enough data
6.3
64
Not enough data
6.5
64
Not enough data
5.5
64
Sales Force Automation
Not enough data
6.4
65
Not enough data
7.7
67
Not enough data
Feature Not Available
Not enough data
5.5
64
Not enough data
5.8
62
Agentic AI - Financial Services CRM
Not enough data
4.7
6
Categories
Categories
Shared Categories
Envestnet | MoneyGuide and Maximizer share no categories
Unique Categories
Envestnet | MoneyGuide is categorized as Investment Portfolio Management and Financial Analytics
Maximizer is categorized as CRM and Financial Services CRM
Reviews
Reviewers' Company Size
Envestnet | MoneyGuide
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Maximizer
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
36.3%
Investment Management
4.2%
Insurance
3.4%
Information Technology and Services
2.9%
Marketing and Advertising
2.7%
Other
50.6%
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
INPUT CSV LEAD FILES
1 Comment
MR
Lead sheets in the form of a web inquiry page can be integrated into Maximizer using the 'web to lead' technology provided in the product as standard. It is...Read more
INTEGRATION
1 Comment
MR
Maximizer CRM 2017 has integrations for MS Office products (Outlook, Word, Excel) these are included as add-ons with the product. The Web APIs for Maximizer...Read more
Do you integrate with any marketing automations platforms like Marketo?
1 Comment
MD
Maximizer neglected to future-proof Maximizer CRM Live and their self-hosted CRM by not providing any open keys for self serve integration with powerful...Read more
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