# Envestnet | MoneyGuide vs fi360 Toolkit Comparison | | Envestnet | MoneyGuide | fi360 Toolkit | |---|---|---| | **Star Rating** | 4.0 out of 5 | 4.0 out of 5 | | **Total Reviews** | 23 | 11 | | **Largest Market Segment** | Piccola Impresa (81.8% delle recensioni) | Piccola Impresa (72.7% delle recensioni) | | **Entry Level Price** | Nessun prezzo disponibile | Nessun prezzo disponibile | --- ## Top Pros & Cons ### Envestnet | MoneyGuide **Not enough data** ### fi360 Toolkit Pros: - Data Analysis (1 reviews) - Investment Management (1 reviews) Cons: - Expensive (1 reviews) --- ## Ratings Comparison | Rating | Envestnet | MoneyGuide | fi360 Toolkit | |---|---|---| | **Soddisfa i requisiti** | 8.0 (19 reviews) | 8.2 (10 reviews) | | **Facilità d'uso** | 8.1 (19 reviews) | 8.2 (11 reviews) | | **Facilità di configurazione** | 7.6 (7 reviews) | 8.3 (5 reviews) | | **Facilità di amministrazione** | 7.9 (7 reviews) | 6.7 (5 reviews) | | **Qualità del supporto** | 7.5 (19 reviews) | 8.7 (10 reviews) | | **Ritiene che the product sia stato un valido partner commerciale?** | 8.6 (7 reviews) | 7.3 (5 reviews) | | **Direzione del prodotto (% positivo)** | 6.8 (18 reviews) | 5.8 (11 reviews) | --- ## Pricing ### Envestnet | MoneyGuide #### Entry-Level Pricing No pricing available #### Free Trial No information available ### fi360 Toolkit #### Entry-Level Pricing No pricing available #### Free Trial No information available --- ## Features Comparison By Category ### Gestione del Portafoglio di Investimenti | Product | Score | Reviews | |---|---|---| | **Envestnet | MoneyGuide** | N/A | N/A | | **fi360 Toolkit** | 7.7/10 | 5 | #### Funzionalità | Feature | Envestnet | MoneyGuide | fi360 Toolkit | |---|---|---| | **Reportistica personalizzabile** | Dati insufficienti | 7.3 (5 reviews) | | **Analisi di Mercato** | Dati insufficienti | 8.0 (5 reviews) | | **Portale Clienti** | Dati insufficienti | 6.7 (5 reviews) | | **Contabilità degli investimenti** | Dati insufficienti | 7.0 (5 reviews) | | **Tempo reale** | Dati insufficienti | 8.0 (5 reviews) | | **Conformità** | Dati insufficienti | 8.0 (5 reviews) | | **Report personalizzabili** | Dati insufficienti | Dati insufficienti | #### Integrazione | Feature | Envestnet | MoneyGuide | fi360 Toolkit | |---|---|---| | **Aggregazione dei dati** | Dati insufficienti | 8.0 (5 reviews) | | **Integrazione contabile** | Dati insufficienti | 7.7 (5 reviews) | | **Gestione del Rischio** | Dati insufficienti | 8.3 (5 reviews) | #### Agentic AI - Gestione del Portafoglio di Investimenti | Feature | Envestnet | MoneyGuide | fi360 Toolkit | |---|---|---| | **Pianificazione a più fasi** | Dati insufficienti | Dati insufficienti | | **Integrazione tra sistemi** | Dati insufficienti | Dati insufficienti | | **Apprendimento Adattivo** | Dati insufficienti | Dati insufficienti | | **Assistenza Proattiva** | Dati insufficienti | Dati insufficienti | ### Analisi Finanziaria | Product | Score | Reviews | |---|---|---| | **Envestnet | MoneyGuide** | N/A | N/A | | **fi360 Toolkit** | N/A | N/A | #### Funzionalità Aggiuntiva della Piattaforma | Feature | Envestnet | MoneyGuide | fi360 Toolkit | |---|---|---| | **Cruscotto** | Dati insufficienti | Dati insufficienti | | **Nuvola** | Dati insufficienti | Dati insufficienti | #### Contenuto della piattaforma | Feature | Envestnet | MoneyGuide | fi360 Toolkit | |---|---|---| | **Automazione** | Dati insufficienti | Dati insufficienti | | **Libreria di contenuti** | Dati insufficienti | Dati insufficienti | #### Dati della piattaforma | Feature | Envestnet | MoneyGuide | fi360 Toolkit | |---|---|---| | **Visualizzazione** | Dati insufficienti | Dati insufficienti | #### Interoperabilità della piattaforma | Feature | Envestnet | MoneyGuide | fi360 Toolkit | |---|---|---| | **API** | Dati insufficienti | Dati insufficienti | #### Prestazioni della piattaforma | Feature | Envestnet | MoneyGuide | fi360 Toolkit | |---|---|---| | **Segnalazione** | Dati insufficienti | Dati insufficienti | #### Agentic AI - Analisi Finanziaria | Feature | Envestnet | MoneyGuide | fi360 Toolkit | |---|---|---| | **Assistenza Proattiva** | Dati insufficienti | Dati insufficienti | --- ## Categories **Shared Categories (1):** [Software di gestione del portafoglio di investimenti](https://www.g2.com/it/categories/investment-portfolio-management) **Unique to Envestnet | MoneyGuide (1):** [Software di analisi finanziaria](https://www.g2.com/it/categories/financial-analytics) --- ## Reviewer Demographics ### By Company Size | Segment | Envestnet | MoneyGuide | fi360 Toolkit | |---|---|---| | **Piccola impresa** | 81.8% | 72.7% | | **Mid-Market** | 13.6% | 9.1% | | **Enterprise** | 4.5% | 18.2% | ### By Industry #### Envestnet | MoneyGuide - **Servizi Finanziari:** 90.9% - **Gestione delle organizzazioni non profit:** 4.5% - **Gestione degli investimenti:** 4.5% #### fi360 Toolkit - **Servizi Finanziari:** 45.5% - **Consulenza:** 18.2% - **Assicurazione:** 9.1% - **Tecnologia dell'informazione e servizi:** 9.1% - **Biotecnologia:** 9.1% - **Contabilità:** 9.1% --- ## Alternatives ### Alternatives to Envestnet | MoneyGuide - [eMoney](https://www.g2.com/it/products/emoney/reviews) — 4.7/5 stars (67 reviews) - [RightCapital](https://www.g2.com/it/products/rightcapital/reviews) — 4.6/5 stars (14 reviews) - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/it/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) — 4.1/5 stars (275 reviews) - [Asset-Map](https://www.g2.com/it/products/asset-map/reviews) — 4.8/5 stars (129 reviews) - [Morningstar Direct](https://www.g2.com/it/products/morningstar-direct/reviews) — 4.0/5 stars (407 reviews) - [Betterment at Work](https://www.g2.com/it/products/betterment-at-work/reviews) — 4.3/5 stars (546 reviews) - [Nitrogen](https://www.g2.com/it/products/nitrogen-nitrogen/reviews) — 4.0/5 stars (72 reviews) - [Orion Risk Intelligence](https://www.g2.com/it/products/orion-risk-intelligence/reviews) — 4.5/5 stars (36 reviews) - [Koyfin](https://www.g2.com/it/products/koyfin/reviews) — 4.8/5 stars (123 reviews) - [Orion Advisor Technology](https://www.g2.com/it/products/orion-advisor-technology/reviews) — 4.4/5 stars (98 reviews) ### Alternatives to fi360 Toolkit - [Morningstar Direct](https://www.g2.com/it/products/morningstar-direct/reviews) — 4.0/5 stars (407 reviews) - [Nitrogen](https://www.g2.com/it/products/nitrogen-nitrogen/reviews) — 4.0/5 stars (72 reviews) - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/it/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) — 4.1/5 stars (275 reviews) - [Betterment at Work](https://www.g2.com/it/products/betterment-at-work/reviews) — 4.3/5 stars (546 reviews) - [eMoney](https://www.g2.com/it/products/emoney/reviews) — 4.7/5 stars (67 reviews) - [Koyfin](https://www.g2.com/it/products/koyfin/reviews) — 4.8/5 stars (123 reviews) - [Orion Advisor Technology](https://www.g2.com/it/products/orion-advisor-technology/reviews) — 4.4/5 stars (98 reviews) - [Seeking Alpha](https://www.g2.com/it/products/seeking-alpha/reviews) — 4.1/5 stars (31 reviews) - [Orion Risk Intelligence](https://www.g2.com/it/products/orion-risk-intelligence/reviews) — 4.5/5 stars (36 reviews) - [Betterment Advisor Solutions](https://www.g2.com/it/products/betterment-advisor-solutions/reviews) — 4.4/5 stars (64 reviews) --- ## Top Discussions ### Envestnet | MoneyGuide - Title: [MoneyGuidePro si integra con Salesforce?](https://www.g2.com/it/discussions/does-moneyguidepro-integrate-with-salesforce) — 1 comment > **Top comment:** "La mia esperienza qui è stata davvero terribile. Dopo aver effettuato il mio secondo deposito, sono stato bloccato. Niente di quello che ho fatto ha..." ### fi360 Toolkit No discussions available for this product. --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/it/compare/envestnet-moneyguide-vs-fi360-toolkit)