# Envestnet | MoneyGuide vs Pershing Financial Services Comparison | | Envestnet | MoneyGuide | Pershing Financial Services | |---|---|---| | **Star Rating** | 4.0 out of 5 | 4.2 out of 5 | | **Total Reviews** | 23 | 58 | | **Largest Market Segment** | Small-Business (81.8% of reviews) | Enterprise (41.1% of reviews) | | **Entry Level Price** | No pricing available | No pricing available | --- ## Ratings Comparison | Rating | Envestnet | MoneyGuide | Pershing Financial Services | |---|---|---| | **Meets Requirements** | 8.0 (19 reviews) | 8.6 (32 reviews) | | **Ease of Use** | 8.1 (19 reviews) | 7.9 (32 reviews) | | **Ease of Setup** | 7.6 (7 reviews) | Not enough data | | **Ease of Admin** | 7.9 (7 reviews) | Not enough data | | **Quality of Support** | 7.5 (19 reviews) | 8.0 (32 reviews) | | **Has the product been a good partner in doing business?** | 8.6 (7 reviews) | Not enough data | | **Product Direction (% positive)** | 6.8 (18 reviews) | 8.5 (23 reviews) | --- ## Pricing ### Envestnet | MoneyGuide #### Entry-Level Pricing No pricing available #### Free Trial No information available ### Pershing Financial Services #### Entry-Level Pricing No pricing available #### Free Trial No information available --- ## Features Comparison By Category ### CRM | Product | Score | Reviews | |---|---|---| | **Envestnet | MoneyGuide** | N/A | N/A | | **Pershing Financial Services** | 8.2/10 | 6 | #### Sales Force Automation | Feature | Envestnet | MoneyGuide | Pershing Financial Services | |---|---|---| | **Contact & Account Management** | Not enough data | Not enough data | | **Partner Relationship Mgmt. (PRM)** | Not enough data | Not enough data | | **Opportunity & Pipeline Mgmt.** | Not enough data | 8.0 (5 reviews) | | **Task / Activity Management** | Not enough data | 8.7 (5 reviews) | | **Territory & Quota Management** | Not enough data | Not enough data | | **Desktop Integration** | Not enough data | 8.6 (6 reviews) | | **Product & Price List Management** | Not enough data | Not enough data | | **Quote & Order Management** | Not enough data | Not enough data | | **Customer Contract Management** | Not enough data | 8.0 (5 reviews) | #### Marketing Automation | Feature | Envestnet | MoneyGuide | Pershing Financial Services | |---|---|---| | **Email Marketing** | Not enough data | Not enough data | | **Campaign Management** | Not enough data | Not enough data | | **Lead Management** | Not enough data | Not enough data | | **Marketing ROI Analytics** | Not enough data | Not enough data | #### Customer Support | Feature | Envestnet | MoneyGuide | Pershing Financial Services | |---|---|---| | **Case Management** | Not enough data | 8.0 (5 reviews) | | **Customer Support Portal** | Not enough data | 8.3 (5 reviews) | | **Knowledge Base** | Not enough data | 8.0 (5 reviews) | | **Call Center Features** | Not enough data | Not enough data | | **Support Analytics** | Not enough data | Not enough data | #### Reporting & Analytics | Feature | Envestnet | MoneyGuide | Pershing Financial Services | |---|---|---| | **Reporting** | Not enough data | 8.0 (5 reviews) | | **Dashboards** | Not enough data | 8.0 (5 reviews) | | **Forecasting** | Not enough data | Not enough data | #### Mobile & Social | Feature | Envestnet | MoneyGuide | Pershing Financial Services | |---|---|---| | **Social Collaboration Features** | Not enough data | Not enough data | | **Social Network Integration** | Not enough data | Not enough data | | **Mobile User Support** | Not enough data | 8.7 (5 reviews) | #### Platform | Feature | Envestnet | MoneyGuide | Pershing Financial Services | |---|---|---| | **Customization** | Not enough data | Not enough data | | **Workflow Capability** | Not enough data | Not enough data | | **User, Role, and Access Management** | Not enough data | Not enough data | | **Internationalization** | Not enough data | Not enough data | | **Sandbox / Test Environments** | Not enough data | Not enough data | | **Document & Content Mgmt.** | Not enough data | Not enough data | | **Performance and Reliability** | Not enough data | Not enough data | | **Output Document Generation** | Not enough data | Not enough data | #### Integration | Feature | Envestnet | MoneyGuide | Pershing Financial Services | |---|---|---| | **Data Import & Export Tools** | Not enough data | Not enough data | | **Integration APIs** | Not enough data | Not enough data | | **Breadth of Partner Applications** | Not enough data | Not enough data | #### Generative AI | Feature | Envestnet | MoneyGuide | Pershing Financial Services | |---|---|---| | **AI Text Generation** | Not enough data | Not enough data | #### Agentic AI - CRM | Feature | Envestnet | MoneyGuide | Pershing Financial Services | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **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 | | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | ### Investment Portfolio Management | Product | Score | Reviews | |---|---|---| | **Envestnet | MoneyGuide** | N/A | N/A | | **Pershing Financial Services** | 8.3/10 | 14 | #### Functionality | Feature | Envestnet | MoneyGuide | Pershing Financial Services | |---|---|---| | **Customizable Reporting** | Not enough data | 8.3 (14 reviews) | | **Market Analytics** | Not enough data | 7.6 (13 reviews) | | **Client Portal** | Not enough data | 8.3 (13 reviews) | | **Investment Accounting** | Not enough data | 8.6 (14 reviews) | | **Real time ** | Not enough data | 8.6 (14 reviews) | | **Compliance** | Not enough data | 8.3 (14 reviews) | | **Customizable Reporting** | Not enough data | Not enough data | #### Integration | Feature | Envestnet | MoneyGuide | Pershing Financial Services | |---|---|---| | **Data aggregation** | Not enough data | 7.8 (13 reviews) | | **Accounting Integration** | Not enough data | 8.5 (13 reviews) | | **Risk Management** | Not enough data | 8.5 (13 reviews) | #### Agentic AI - Investment Portfolio Management | Feature | Envestnet | MoneyGuide | Pershing Financial Services | |---|---|---| | **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 | | **Pershing Financial Services** | N/A | N/A | #### Platform Additional Functionality | Feature | Envestnet | MoneyGuide | Pershing Financial Services | |---|---|---| | **Dashboard** | Not enough data | Not enough data | | **Cloud** | Not enough data | Not enough data | #### Platform Content | Feature | Envestnet | MoneyGuide | Pershing Financial Services | |---|---|---| | **Automation** | Not enough data | Not enough data | | **Content Library** | Not enough data | Not enough data | #### Platform Data | Feature | Envestnet | MoneyGuide | Pershing Financial Services | |---|---|---| | **Visualization** | Not enough data | Not enough data | #### Platform Interoperability | Feature | Envestnet | MoneyGuide | Pershing Financial Services | |---|---|---| | **API** | Not enough data | Not enough data | #### Platform Performance | Feature | Envestnet | MoneyGuide | Pershing Financial Services | |---|---|---| | **Reporting** | Not enough data | Not enough data | #### Agentic AI - Financial Analytics | Feature | Envestnet | MoneyGuide | Pershing Financial Services | |---|---|---| | **Proactive Assistance** | Not enough data | Not enough data | --- ## Categories **Shared Categories (1):** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) **Unique to Envestnet | MoneyGuide (1):** [Financial Analytics Software](https://www.g2.com/categories/financial-analytics) **Unique to Pershing Financial Services (1):** [CRM Software](https://www.g2.com/categories/crm) --- ## Reviewer Demographics ### By Company Size | Segment | Envestnet | MoneyGuide | Pershing Financial Services | |---|---|---| | **Small-Business** | 81.8% | 30.4% | | **Mid-Market** | 13.6% | 28.6% | | **Enterprise** | 4.5% | 41.1% | ### By Industry #### Envestnet | MoneyGuide - **Financial Services:** 90.9% - **Non-Profit Organization Management:** 4.5% - **Investment Management:** 4.5% #### Pershing Financial Services - **Financial Services:** 32.1% - **Information Technology and Services:** 23.2% - **Accounting:** 8.9% - **Investment Banking:** 7.1% - **Computer Software:** 5.4% - **Investment Management:** 3.6% - **Apparel & Fashion:** 1.8% - **Banking:** 1.8% - **Capital Markets:** 1.8% - **Computer & Network Security:** 1.8% - **Other:** 12.5% --- ## Alternatives ### Alternatives to Envestnet | MoneyGuide - [eMoney](https://www.g2.com/products/emoney/reviews) — 4.7/5 stars (67 reviews) - [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 (285 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) — 4.1/5 stars (425 reviews) - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) — 4.3/5 stars (547 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 (124 reviews) - [Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews) — 4.4/5 stars (98 reviews) ### Alternatives to Pershing Financial Services - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) — 4.1/5 stars (425 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 (285 reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) — 4.1/5 stars (4856 reviews) - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) — 4.3/5 stars (547 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25847 reviews) - [Bitrix24](https://www.g2.com/products/bitrix24/reviews) — 4.1/5 stars (608 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14706 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13864 reviews) - [Instantly](https://www.g2.com/products/instantly/reviews) — 4.8/5 stars (4124 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3088 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..." ### Pershing Financial Services No discussions available for this product. --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/envestnet-moneyguide-vs-pershing-financial-services)