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Compare Envestnet | MoneyGuide and Quicken 
Featured Products
At a Glance
Market Segments
Small-Business (81.8% of reviews)
Small-Business (79.5% 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 | MoneyGuideQuicken
Star Rating
(75)4.3 out of 5
Market Segments
Small-Business (79.5% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about QuickenEnvestnet | MoneyGuide vs Quicken
When assessing the two solutions, reviewers found Quicken easier to use, set up, and administer. However, reviewers preferred doing business with Envestnet | MoneyGuide overall.
- Reviewers felt that Quicken meets the needs of their business better than Envestnet | MoneyGuide.
- When comparing quality of ongoing product support, reviewers felt that Quicken is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Envestnet | MoneyGuide over Quicken.
Pricing
Entry-Level Pricing
Envestnet | MoneyGuide
No pricing availableQuicken
No pricing availableFree Trial
Envestnet | MoneyGuide
No trial information availableQuicken
No trial information availableRatings
Meets Requirements
8.0
19
8.9
57
Ease of Use
8.1
19
8.3
59
Ease of Setup
7.6
7
8.7
25
Ease of Admin
7.9
7
8.7
19
Quality of Support
7.5
19
8.2
47
Has the product been a good partner in doing business?
8.6
7
7.9
19
Product Direction (% positive)
6.8
18
6.5
57
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
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Envestnet | MoneyGuide and Quicken share no categories
Unique Categories
Envestnet | MoneyGuide is categorized as Investment Portfolio Management and Financial Analytics
Quicken is categorized as Other Finance & Admin.
Reviews
Reviewers' Company Size
Envestnet | MoneyGuide
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Quicken
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%
Accounting
12.3%
Financial Services
9.6%
Real Estate
6.8%
Religious Institutions
4.1%
Non-Profit Organization Management
4.1%
Other
63.0%
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
What does Quicken software do?
1 Comment
KR
It's a simple bookkeeping program for individuals or small businesses. You can manage and balance check registers, view your spending in charts, run...Read more
Quicken has no more discussions with answers
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