# Envestnet | MoneyGuide vs FactSet Portfolio Analytics Comparison | | Envestnet | MoneyGuide | FactSet Portfolio Analytics | |---|---|---| | **Star Rating** | 4.0 out of 5 | 4.5 out of 5 | | **Total Reviews** | 23 | 10 | | **Largest Market Segment** | Small-Business (81.8% of reviews) | Mid-Market (50.0% of reviews) | | **Entry Level Price** | No pricing available | No pricing available | --- ## Ratings Comparison | Rating | Envestnet | MoneyGuide | FactSet Portfolio Analytics | |---|---|---| | **Meets Requirements** | 8.0 (19 reviews) | 9.2 (10 reviews) | | **Ease of Use** | 8.1 (19 reviews) | 7.8 (10 reviews) | | **Ease of Setup** | 7.6 (7 reviews) | 7.9 (7 reviews) | | **Ease of Admin** | 7.9 (7 reviews) | 7.9 (7 reviews) | | **Quality of Support** | 7.5 (19 reviews) | 9.0 (10 reviews) | | **Has the product been a good partner in doing business?** | 8.6 (7 reviews) | 9.3 (7 reviews) | | **Product Direction (% positive)** | 6.8 (18 reviews) | 8.8 (10 reviews) | --- ## Pricing ### Envestnet | MoneyGuide #### Entry-Level Pricing No pricing available #### Free Trial No information available ### FactSet Portfolio Analytics #### Entry-Level Pricing No pricing available #### Free Trial Yes --- ## Features Comparison By Category ### Investment Portfolio Management | Product | Score | Reviews | |---|---|---| | **Envestnet | MoneyGuide** | N/A | N/A | | **FactSet Portfolio Analytics** | N/A | N/A | #### Functionality | Feature | Envestnet | MoneyGuide | FactSet Portfolio Analytics | |---|---|---| | **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 | FactSet Portfolio Analytics | |---|---|---| | **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 | FactSet Portfolio Analytics | |---|---|---| | **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 | | **FactSet Portfolio Analytics** | 8.3/10 | 5 | #### Platform Additional Functionality | Feature | Envestnet | MoneyGuide | FactSet Portfolio Analytics | |---|---|---| | **Dashboard** | Not enough data | 7.3 (5 reviews) | | **Cloud** | Not enough data | Not enough data | #### Platform Content | Feature | Envestnet | MoneyGuide | FactSet Portfolio Analytics | |---|---|---| | **Automation** | Not enough data | 8.3 (5 reviews) | | **Content Library** | Not enough data | 9.3 (5 reviews) | #### Platform Data | Feature | Envestnet | MoneyGuide | FactSet Portfolio Analytics | |---|---|---| | **Visualization** | Not enough data | 7.7 (5 reviews) | #### Platform Interoperability | Feature | Envestnet | MoneyGuide | FactSet Portfolio Analytics | |---|---|---| | **API** | Not enough data | 9.0 (5 reviews) | #### Platform Performance | Feature | Envestnet | MoneyGuide | FactSet Portfolio Analytics | |---|---|---| | **Reporting** | Not enough data | 8.0 (5 reviews) | #### Agentic AI - Financial Analytics | Feature | Envestnet | MoneyGuide | FactSet Portfolio Analytics | |---|---|---| | **Proactive Assistance** | Not enough data | Not enough data | ### Financial Risk Management | Product | Score | Reviews | |---|---|---| | **Envestnet | MoneyGuide** | N/A | N/A | | **FactSet Portfolio Analytics** | N/A | N/A | #### Platform Data | Feature | Envestnet | MoneyGuide | FactSet Portfolio Analytics | |---|---|---| | **Visualization** | Not enough data | Not enough data | #### Platform Interoperability | Feature | Envestnet | MoneyGuide | FactSet Portfolio Analytics | |---|---|---| | **Pre-Built Connectors** | Not enough data | Not enough data | #### Platform Additional Functionality | Feature | Envestnet | MoneyGuide | FactSet Portfolio Analytics | |---|---|---| | **Dashboard** | Not enough data | Not enough data | | **Multi-Factor Analysis** | Not enough data | Not enough data | | **Cloud** | Not enough data | Not enough data | #### Platform Basics | Feature | Envestnet | MoneyGuide | FactSet Portfolio Analytics | |---|---|---| | **Reporting** | Not enough data | Not enough data | #### Agentic AI - Financial Risk Management | Feature | Envestnet | MoneyGuide | FactSet Portfolio Analytics | |---|---|---| | **Natural Language Interaction** | Not enough data | Not enough data | ### Fixed Income Pricing Data | Product | Score | Reviews | |---|---|---| | **Envestnet | MoneyGuide** | N/A | N/A | | **FactSet Portfolio Analytics** | N/A | N/A | #### Market Data | Feature | Envestnet | MoneyGuide | FactSet Portfolio Analytics | |---|---|---| | **Market Data** | Not enough data | Not enough data | | **Alerts** | Not enough data | Not enough data | | **Dashboard** | Not enough data | Not enough data | | **Filtering** | Not enough data | Not enough data | #### Analytics | Feature | Envestnet | MoneyGuide | FactSet Portfolio Analytics | |---|---|---| | **Portfolio Management** | Not enough data | Not enough data | | **Machine Learning** | Not enough data | Not enough data | | **Reporting** | Not enough data | Not enough data | | **Risk Management** | Not enough data | Not enough data | #### Agentic AI - Fixed Income Pricing Data | Feature | Envestnet | MoneyGuide | FactSet Portfolio Analytics | |---|---|---| | **Decision Making** | Not enough data | Not enough data | --- ## Categories **Shared Categories (1):** [Financial Analytics Software](https://www.g2.com/categories/financial-analytics) **Unique to Envestnet | MoneyGuide (1):** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) **Unique to FactSet Portfolio Analytics (2):** [Financial Risk Management Software](https://www.g2.com/categories/financial-risk-management), [Fixed Income Pricing Data Software](https://www.g2.com/categories/fixed-income-pricing-data) --- ## Reviewer Demographics ### By Company Size | Segment | Envestnet | MoneyGuide | FactSet Portfolio Analytics | |---|---|---| | **Small-Business** | 81.8% | 30.0% | | **Mid-Market** | 13.6% | 50.0% | | **Enterprise** | 4.5% | 20.0% | ### By Industry #### Envestnet | MoneyGuide - **Financial Services:** 90.9% - **Non-Profit Organization Management:** 4.5% - **Investment Management:** 4.5% #### FactSet Portfolio Analytics - **Financial Services:** 30.0% - **Investment Management:** 20.0% - **Banking:** 20.0% - **Veterinary:** 10.0% - **Investment Banking:** 10.0% - **Capital Markets:** 10.0% --- ## 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 (275 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) — 4.0/5 stars (407 reviews) - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) — 4.3/5 stars (546 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 (123 reviews) - [Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews) — 4.4/5 stars (98 reviews) ### Alternatives to FactSet Portfolio Analytics - [Creditsafe](https://www.g2.com/products/creditsafe/reviews) — 4.5/5 stars (181 reviews) - [Koyfin](https://www.g2.com/products/koyfin/reviews) — 4.8/5 stars (123 reviews) - [Asset-Map](https://www.g2.com/products/asset-map/reviews) — 4.8/5 stars (129 reviews) - [Bloomberg Terminal](https://www.g2.com/products/bloomberg-terminal/reviews) — 4.4/5 stars (69 reviews) - [Nitrogen](https://www.g2.com/products/nitrogen-nitrogen/reviews) — 4.0/5 stars (72 reviews) - [SAS Risk Management](https://www.g2.com/products/sas-sas-risk-management/reviews) — 4.3/5 stars (93 reviews) - [eMoney](https://www.g2.com/products/emoney/reviews) — 4.7/5 stars (67 reviews) - [Spreadsheet Server by insightsoftware](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews) — 4.4/5 stars (81 reviews) - [TradingView](https://www.g2.com/products/tradingview/reviews) — 4.5/5 stars (74 reviews) - [Amazon Finspace](https://www.g2.com/products/amazon-finspace/reviews) — 4.6/5 stars (67 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..." ### FactSet Portfolio Analytics No discussions available for this product. --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/envestnet-moneyguide-vs-factset-portfolio-analytics)