Introducing G2.ai, the future of software buying.Try now
Compare Envestnet | MoneyGuide and Naviplan 
Featured Products
Sponsored
You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.
Sharesight
Visit Website
At a Glance
Market Segments
Small-Business (81.8% of reviews)
Small-Business (66.7% of reviews)
Pros & Cons
Not enough data
Not enough data
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 | MoneyGuideNaviplan
Star Rating
(7)4.0 out of 5
Market Segments
Small-Business (66.7% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about NaviplanPricing
Entry-Level Pricing
Envestnet | MoneyGuide
No pricing availableNaviplan
No pricing availableFree Trial
Envestnet | MoneyGuide
No trial information availableNaviplan
Free Trial is available
Ratings
Meets Requirements
8.0
19
Not enough data
Ease of Use
8.1
19
Not enough data
Ease of Setup
7.6
7
Not enough data
Ease of Admin
7.9
7
Not enough data
Quality of Support
7.5
19
Not enough data
Has the product been a good partner in doing business?
8.6
7
Not enough data
Product Direction (% positive)
6.8
18
Not enough data
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
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 Naviplan share no categories
Unique Categories
Envestnet | MoneyGuide is categorized as Investment Portfolio Management and Financial Analytics
Naviplan is categorized as Other Finance & Insurance
Reviews
Reviewers' Company Size
Envestnet | MoneyGuide
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Naviplan
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
100.0%
‐
‐
‐
‐
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
Naviplan has no discussions with answers
Hunting for software insights?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
