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Compare Envestnet | MoneyGuide and FactSet Portfolio Analytics 
Featured Products
At a Glance
Market Segments
Small-Business (81.8% of reviews)
Mid-Market (50.0% 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 | MoneyGuideFactSet Portfolio Analytics
Star Rating
(10)4.5 out of 5
Market Segments
Mid-Market (50.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about FactSet Portfolio AnalyticsEnvestnet | MoneyGuide vs FactSet Portfolio Analytics
When assessing the two solutions, reviewers found Envestnet | MoneyGuide easier to use. However, reviewers felt that FactSet Portfolio Analytics is easier to set up and do business with overall. Both products were equally easy to administer.
- Reviewers felt that FactSet Portfolio Analytics meets the needs of their business better than Envestnet | MoneyGuide.
- When comparing quality of ongoing product support, reviewers felt that FactSet Portfolio Analytics is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of FactSet Portfolio Analytics over Envestnet | MoneyGuide.
Pricing
Entry-Level Pricing
Envestnet | MoneyGuide
No pricing availableFactSet Portfolio Analytics
No pricing availableFree Trial
Envestnet | MoneyGuide
No trial information availableFactSet Portfolio Analytics
Free Trial is available
Ratings
Meets Requirements
8.0
19
9.2
10
Ease of Use
8.1
19
7.8
10
Ease of Setup
7.6
7
7.9
7
Ease of Admin
7.9
7
7.9
7
Quality of Support
7.5
19
9.0
10
Has the product been a good partner in doing business?
8.6
7
9.3
7
Product Direction (% positive)
6.8
18
8.8
10
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
7.3
5
Not enough data
Not enough data
Platform Content
Not enough data
8.3
5
Not enough data
9.3
5
Platform Data
Not enough data
7.7
5
Platform Interoperability
Not enough data
9.0
5
Platform Performance
Not enough data
8.0
5
Agentic AI - Financial Analytics
Not enough data
Not enough data
Platform Data
Not enough data
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Basics
Not enough data
Not enough data
Agentic AI - Financial Risk Management
Not enough data
Not enough data
Market 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
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Fixed Income Pricing Data
Not enough data
Not enough data
Categories
Categories
Shared Categories
Envestnet | MoneyGuide and FactSet Portfolio Analytics are categorized as Financial Analytics
Unique Categories
Envestnet | MoneyGuide is categorized as Investment Portfolio Management
FactSet Portfolio Analytics is categorized as Financial Risk Management and Fixed Income Pricing Data
Reviews
Reviewers' Company Size
Envestnet | MoneyGuide
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
FactSet Portfolio Analytics
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%
Financial Services
30.0%
Investment Management
20.0%
Banking
20.0%
Veterinary
10.0%
Investment Banking
10.0%
Other
10.0%
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
FactSet Portfolio Analytics has no discussions with answers
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