Compare Agentforce Financial Services (formerly Salesforce Financial Services Cloud) and Envestnet | MoneyGuide 
At a Glance
Market Segments
Enterprise (47.7% of reviews)
Small-Business (81.8% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
$325.00 1 user Per Month
No pricing available
Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
Star Rating
(223)4.3 out of 5
Market Segments
Enterprise (47.7% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$325.00 1 user Per Month
Free Trial is available
Browse all 3 pricing plansEnvestnet | 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 | MoneyGuideAgentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Envestnet | MoneyGuide
When assessing the two solutions, reviewers found Envestnet | MoneyGuide easier to use. However, reviewers preferred the ease of set up for Agentforce Financial Services (formerly Salesforce Financial Services Cloud) along with administration. Reviewers agreed that both vendors make it equally easy to do business overall.
- Reviewers felt that Agentforce Financial Services (formerly Salesforce Financial Services Cloud) meets the needs of their business better than Envestnet | MoneyGuide.
- When comparing quality of ongoing product support, reviewers felt that Agentforce Financial Services (formerly Salesforce Financial Services Cloud) is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Agentforce Financial Services (formerly Salesforce Financial Services Cloud) over Envestnet | MoneyGuide.
Pricing
Entry-Level Pricing
Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
Financial Services Cloud Service Enterprise
$325.00
1 user Per Month
The financial services CRM for service with built-in AI.
- Industry-Specific Workflows using Service Cloud Enterprise Edition as a foundation
- Easy-to-Use CSR Console for Single Pane of Glass
- Service Process Studio for Low-Code Customization
Envestnet | MoneyGuide
No pricing availableFree Trial
Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
Free Trial is available
Envestnet | MoneyGuide
No trial information availableRatings
Meets Requirements
8.6
149
8.0
19
Ease of Use
8.0
172
8.1
19
Ease of Setup
7.8
111
7.6
7
Ease of Admin
8.0
46
7.9
7
Quality of Support
8.4
142
7.5
19
Has the product been a good partner in doing business?
8.6
49
8.6
7
Product Direction (% positive)
8.5
146
6.8
18
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
Content
8.3
81
Not enough data
Platform Additional Functionality
8.1
79
Not enough data
8.6
81
Not enough data
8.5
76
Not enough data
8.1
75
Not enough data
7.9
75
Not enough data
Platform Reporting and Analytics
8.6
79
Not enough data
7.9
76
Not enough data
Customer Support
8.4
77
Not enough data
8.4
77
Not enough data
8.3
76
Not enough data
8.4
77
Not enough data
Marketing Automation
8.2
72
Not enough data
8.4
73
Not enough data
8.2
72
Not enough data
Sales Force Automation
8.2
74
Not enough data
8.1
76
Not enough data
8.0
70
Not enough data
8.1
73
Not enough data
8.0
71
Not enough data
Agentic AI - Financial Services CRM
7.9
64
Not enough data
Categories
Categories
Shared Categories
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) and Envestnet | MoneyGuide share no categories
Unique Categories
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) is categorized as Financial Services CRM
Envestnet | MoneyGuide is categorized as Investment Portfolio Management and Financial Analytics
Reviews
Reviewers' Company Size
Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Envestnet | MoneyGuide
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
44.7%
Banking
10.7%
Accounting
5.6%
Information Technology and Services
5.6%
Computer Software
3.0%
Other
30.5%
Financial Services
90.9%
Non-Profit Organization Management
4.5%
Investment Management
4.5%
‐
‐
Other
0.0%
Alternatives
Discussions
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) has no discussions with answers
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
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