# Envestnet | MoneyGuide vs Quicken Comparison | | Envestnet | MoneyGuide | Quicken | |---|---|---| | **Star Rating** | 4.0 out of 5 | 4.3 out of 5 | | **Total Reviews** | 23 | 76 | | **Largest Market Segment** | Small-Business (81.8% of reviews) | Small-Business (79.7% of reviews) | | **Entry Level Price** | No pricing available | No pricing available | --- ## Ratings Comparison | Rating | Envestnet | MoneyGuide | Quicken | |---|---|---| | **Meets Requirements** | 8.0 (19 reviews) | 8.9 (58 reviews) | | **Ease of Use** | 8.1 (19 reviews) | 8.3 (60 reviews) | | **Ease of Setup** | 7.6 (7 reviews) | 8.8 (26 reviews) | | **Ease of Admin** | 7.9 (7 reviews) | 8.7 (19 reviews) | | **Quality of Support** | 7.5 (19 reviews) | 8.3 (48 reviews) | | **Has the product been a good partner in doing business?** | 8.6 (7 reviews) | 7.9 (19 reviews) | | **Product Direction (% positive)** | 6.8 (18 reviews) | 6.6 (58 reviews) | --- ## Pricing ### Envestnet | MoneyGuide #### Entry-Level Pricing No pricing available #### Free Trial No information available ### Quicken #### Entry-Level Pricing No pricing available #### Free Trial No information available --- ## Features Comparison By Category ### Investment Portfolio Management | Product | Score | Reviews | |---|---|---| | **Envestnet | MoneyGuide** | N/A | N/A | | **Quicken** | N/A | N/A | #### Functionality | Feature | Envestnet | MoneyGuide | Quicken | |---|---|---| | **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 | #### Integration | Feature | Envestnet | MoneyGuide | Quicken | |---|---|---| | **Data aggregation** | Not enough data | Not enough data | | **Accounting Integration** | Not enough data | Not enough data | | **Risk Management** | Not enough data | Not enough data | #### Agentic AI - Investment Portfolio Management | Feature | Envestnet | MoneyGuide | Quicken | |---|---|---| | **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 | | **Quicken** | N/A | N/A | #### Platform Additional Functionality | Feature | Envestnet | MoneyGuide | Quicken | |---|---|---| | **Dashboard** | Not enough data | Not enough data | | **Cloud** | Not enough data | Not enough data | #### Platform Content | Feature | Envestnet | MoneyGuide | Quicken | |---|---|---| | **Automation** | Not enough data | Not enough data | | **Content Library** | Not enough data | Not enough data | #### Platform Data | Feature | Envestnet | MoneyGuide | Quicken | |---|---|---| | **Visualization** | Not enough data | Not enough data | #### Platform Interoperability | Feature | Envestnet | MoneyGuide | Quicken | |---|---|---| | **API** | Not enough data | Not enough data | #### Platform Performance | Feature | Envestnet | MoneyGuide | Quicken | |---|---|---| | **Reporting** | Not enough data | Not enough data | #### Agentic AI - Financial Analytics | Feature | Envestnet | MoneyGuide | Quicken | |---|---|---| | **Proactive Assistance** | Not enough data | Not enough data | ### Accounting & Finance | Product | Score | Reviews | |---|---|---| | **Envestnet | MoneyGuide** | N/A | N/A | | **Quicken** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | Envestnet | MoneyGuide | Quicken | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | --- ## Categories **Unique to Envestnet | MoneyGuide (2):** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management), [Financial Analytics Software](https://www.g2.com/categories/financial-analytics) **Unique to Quicken (1):** [Other Finance & Admin. Software](https://www.g2.com/categories/other-finance-admin) --- ## Reviewer Demographics ### By Company Size | Segment | Envestnet | MoneyGuide | Quicken | |---|---|---| | **Small-Business** | 81.8% | 79.7% | | **Mid-Market** | 13.6% | 12.2% | | **Enterprise** | 4.5% | 8.1% | ### By Industry #### Envestnet | MoneyGuide - **Financial Services:** 90.9% - **Non-Profit Organization Management:** 4.5% - **Investment Management:** 4.5% #### Quicken - **Accounting:** 12.2% - **Financial Services:** 9.5% - **Real Estate:** 6.8% - **Consumer Services:** 5.4% - **Computer Software:** 4.1% - **Marketing and Advertising:** 4.1% - **Non-Profit Organization Management:** 4.1% - **Religious Institutions:** 4.1% - **Mental Health Care:** 2.7% - **Hospital & Health Care:** 2.7% - **Other:** 44.6% --- ## 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 Quicken - [ProperConvert app](https://www.g2.com/products/properconvert-app/reviews) — 4.3/5 stars (107 reviews) - [SaasAnt Transactions](https://www.g2.com/products/saasant-saasant-transactions/reviews) — 4.9/5 stars (304 reviews) - [Buxfer](https://www.g2.com/products/buxfer/reviews) — 4.6/5 stars (30 reviews) - [Khatabook](https://www.g2.com/products/khatabook/reviews) — 4.6/5 stars (15 reviews) - [Motus BYO](https://www.g2.com/products/motus-byo/reviews) — 4.6/5 stars (76 reviews) - [Symphony](https://www.g2.com/products/symphony-symphony/reviews) — 4.2/5 stars (45 reviews) - [AutoEntry](https://www.g2.com/products/autoentry/reviews) — 3.8/5 stars (11 reviews) - [SWELLEnterprise](https://www.g2.com/products/swellenterprise/reviews) — 4.0/5 stars (6 reviews) - [Paid](https://www.g2.com/products/paid/reviews) — 4.6/5 stars (27 reviews) - [CCH Intelliconnect](https://www.g2.com/products/cch-intelliconnect/reviews) — 4.6/5 stars (12 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..." ### Quicken - Title: [What does Quicken software do?](https://www.g2.com/discussions/what-does-quicken-software-do) — 1 comment > **Top comment:** "It's a simple bookkeeping program for individuals or small businesses. You can manage and balance check registers, view your spending in charts, run..." --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/envestnet-moneyguide-vs-quicken)