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# Envestnet | MoneyGuide vs Naviplan Comparison - What are their main differences?

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Envestnet | MoneyGuideNaviplan[+ Add Product](#)

Reviews

**Envestnet | MoneyGuide** [

4/5(23)

](https://www.g2.com/products/envestnet-moneyguide/reviews#reviews)

**Naviplan** [

4/5(7)

](https://www.g2.com/products/naviplan/reviews#reviews)

Pricing

**Envestnet | MoneyGuide**
No pricing available

**Naviplan**
Free Trial

No pricing available

**Pricing Insights**
from reviews

Time to Implement

**Envestnet | MoneyGuide**
Not enough reviews yet

**Naviplan**
Not enough reviews yet

Return on Investment

**Envestnet | MoneyGuide**
Not enough reviews yet

**Naviplan**
Not enough reviews yet

Perceived Cost

**Envestnet | MoneyGuide**
$$$$$

**Naviplan**
Not enough reviews yet

Average Discount

**Envestnet | MoneyGuide**
Not enough reviews yet

**Naviplan**
Not enough reviews yet

Pros & Cons

**Envestnet | MoneyGuide**
Not enough data

**Naviplan**
Not enough data

Screenshots

**Envestnet | MoneyGuide**
No screenshot available

**Naviplan**
 ![Naviplan screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/114981/NetWorth.jpg)

Ratings

Meets Requirements

**Envestnet | MoneyGuide**

8.0

8.019

**Naviplan**
Not enough data

Ease of Use

**Envestnet | MoneyGuide**

8.1

8.119

**Naviplan**
Not enough data

Ease of Setup

**Envestnet | MoneyGuide**

7.6

7.67

**Naviplan**
Not enough data

Ease of Admin

**Envestnet | MoneyGuide**

7.9

7.97

**Naviplan**
Not enough data

Quality of Support

**Envestnet | MoneyGuide**

7.5

7.519

**Naviplan**
Not enough data

Has the product been a good partner in doing business?

**Envestnet | MoneyGuide**

8.6

8.67

**Naviplan**
Not enough data

Product Direction (% positive)

**Envestnet | MoneyGuide**

6.8

6.818

**Naviplan**
Not enough data

Features

Show 3 feature categories with incomplete data

Other Finance[Hide 38 FeaturesShow 38 Features](javascript:void(0);)

Not enough data

Not enough data

Additional Functionality

Asset Accounting

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Electronic Payments

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Case Management

Not enough data

Not enough data

Client Portal

Not enough data

Not enough data

Accounting

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Receipt Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Bank Reconciliation

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Billing Rate Management

Not enough data

Not enough data

Fee Calculation & Posting

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Cross Ledger Posting

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Accrual Accounting

Not enough data

Not enough data

API

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Customer Statements

Not enough data

Not enough data

Time & Expense Tracking

Not enough data

Not enough data

Tax Management

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Check Writing

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Billing & Invoicing

Not enough data

Not enough data

Trust Accounting

Not enough data

Not enough data

Invoice Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

General Ledger

Not enough data

Not enough data

Investment Portfolio Management[Hide 84 FeaturesShow 84 Features](javascript:void(0);)

Not enough data

Not enough data

Functionality

Customizable Reporting

Not enough data

Not enough data

Market Analytics

Not enough data

Not enough data

Client Portal

Not enough data

Not enough data

Investment Accounting

Not enough data

Not enough data

Real time 

Not enough data

Not enough data

Compliance

Not enough data

Not enough data

Customizable Reporting

Not enough data

Not enough data

Investor Portal

Not enough data

Not enough data

Historical Reporting

Not enough data

Not enough data

Investor Reporting

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Tax Compliance

Not enough data

Not enough data

Portfolio Reporting

Not enough data

Not enough data

Integration

Data aggregation

Not enough data

Not enough data

Accounting Integration

Not enough data

Not enough data

Risk Management

Not enough data

Not enough data

Portfolio Accounting

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Investor Management

Not enough data

Not enough data

Trade Management

Not enough data

Not enough data

Investment Management

Not enough data

Not enough data

Portfolio Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Order Management

Not enough data

Not enough data

Fund Management

Not enough data

Not enough data

Tax Management

Not enough data

Not enough data

Cash Management

Not enough data

Not enough data

Client Management

Not enough data

Not enough data

Fee Management

Not enough data

Not enough data

Financial Management

Not enough data

Not enough data

Stock Management

Not enough data

Not enough data

Agentic AI - Investment Portfolio Management

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

Forecasting

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Categorization/Grouping

Not enough data

Not enough data

Budgeting/Forecasting

Not enough data

Not enough data

Additional Functionality

Risk Assessment

Not enough data

Not enough data

Automated Execution

Not enough data

Not enough data

Monitoring

Not enough data

Not enough data

Financial Analysis

Not enough data

Not enough data

Cryptocurrency Tracking

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Profit/Loss Statement

Not enough data

Not enough data

Risk Analysis

Not enough data

Not enough data

General Ledger

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Investor Communication

Not enough data

Not enough data

Performance Analysis

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Portfolio Analysis

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

CRM

Not enough data

Not enough data

For Hedge Funds

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Modeling & Simulation

Not enough data

Not enough data

Compliance Tracking

Not enough data

Not enough data

For Investment Advisors

Not enough data

Not enough data

Portfolio Rebalancing

Not enough data

Not enough data

Investment Research

Not enough data

Not enough data

Commodity Futures

Not enough data

Not enough data

API

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Benchmarking

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Investments Tracking

Not enough data

Not enough data

Bonds/Stocks

Not enough data

Not enough data

For Investors & Traders

Not enough data

Not enough data

Multi-Currency

Not enough data

Not enough data

Stock Tracking

Not enough data

Not enough data

Watch List

Not enough data

Not enough data

What-if Analysis

Not enough data

Not enough data

Goal Setting/Tracking

Not enough data

Not enough data

Wash Sale Detection

Not enough data

Not enough data

For Traders

Not enough data

Not enough data

Side-by-Side Comparison

Not enough data

Not enough data

Financial Analytics[Hide 8 FeaturesShow 8 Features](javascript:void(0);)

Not enough data

Not enough data

Platform Additional Functionality

Dashboard

Not enough data

Not enough data

Cloud

Not enough data

Not enough data

Platform Content

Automation

Not enough data

Not enough data

Content Library

Not enough data

Not enough data

Platform Data

Visualization

Not enough data

Not enough data

Platform Interoperability

API

Not enough data

Not enough data

Platform Performance

Reporting

Not enough data

Not enough data

Agentic AI - Financial Analytics

Proactive Assistance

Not enough data

Not enough data

User Insights

Reviewers' Company Size

[![Envestnet | MoneyGuide](https://images.g2crowd.com/uploads/product/hd_favicon/1d9a23e812276884caab455eaa920033/envestnet-moneyguide.svg "Envestnet | MoneyGuide")](https://www.g2.com/products/envestnet-moneyguide/reviews)

Envestnet | MoneyGuide

Small-Business(50 or fewer emp.)

81.8%

Mid-Market(51-1000 emp.)

13.6%

Enterprise(\> 1000 emp.)

4.5%

[![Naviplan](https://images.g2crowd.com/uploads/product/hd_favicon/a61740dd792e27d97f046ee9832643f8/naviplan.svg "Naviplan")](https://www.g2.com/products/naviplan/reviews)

Naviplan

Small-Business(50 or fewer emp.)

66.7%

Mid-Market(51-1000 emp.)

16.7%

Enterprise(\> 1000 emp.)

16.7%

Small-Business

(50 or fewer emp.)

81.8%

66.7%

Mid-Market

(51-1000 emp.)

13.6%

16.7%

Enterprise

(\> 1000 emp.)

4.5%

16.7%

Reviewers' Industry

[![Envestnet | MoneyGuide](https://images.g2crowd.com/uploads/product/hd_favicon/1d9a23e812276884caab455eaa920033/envestnet-moneyguide.svg "Envestnet | MoneyGuide")](https://www.g2.com/products/envestnet-moneyguide/reviews)
Envestnet | MoneyGuide

Financial Services

90.9%

Non-Profit Organization Management

4.5%

Investment Management

4.5%

‐

‐

Other

0.0%

[![Naviplan](https://images.g2crowd.com/uploads/product/hd_favicon/a61740dd792e27d97f046ee9832643f8/naviplan.svg "Naviplan")](https://www.g2.com/products/naviplan/reviews)
Naviplan

Financial Services

100.0%

‐

‐

‐

‐

Other

0.0%

Alternatives

**Envestnet | MoneyGuide Alternatives**

 ![eMoney](https://images.g2crowd.com/uploads/product/hd_favicon/148f44b696f54a7e9475d7b9768c4f8b/emoney.svg "eMoney")

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**Naviplan Alternatives**

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