Envestnet | MoneyGuide Reviews & Product Details

I like moneyguide pro's simplicity, but that is about it. Review collected by and hosted on G2.com.

I have used MGP over the last decade and they have failed to develop any significant additions (phone app, HSA, budgeting,ext.) in that time. Review collected by and hosted on G2.com.

MoneyGuide provides multiple planning tools to leverage with clients. To capture all client's assets/liabilities in one place and to have the ability to run various scenarios is very useful. Review collected by and hosted on G2.com.

There are so many different tools/scenarios it can be cumbersome at times Review collected by and hosted on G2.com.

It's thorough but also client-friendly. Review collected by and hosted on G2.com.

I wish it were a bit easier to plan on the fly with clients. I find navigating and updating results a bit tedious when clients are at the table. Review collected by and hosted on G2.com.

MGP is pretty robust in the data you can enter and situations you can model in. There are some newer features like Yodlee and blocks. It's a pretty strong piece of software compared to the competitors, hence its popularity. Review collected by and hosted on G2.com.

If you use this very frequently, then the price is worth it. Otherwise, it's an expensive software that I may use less than a handful of times a year. I'm also not a fan of software as a service, but MGP isn't the only company that's using this service model these days. Review collected by and hosted on G2.com.

The software is easy to use and client's enjoy how in depth the reporting capabilities are Review collected by and hosted on G2.com.

MoneyGuide Pro's service team is exceptional, we have to call them on occasion as there are some scenarios we do not know how to create and it may not be the easiest to work through on your own without the assistance of their service team Review collected by and hosted on G2.com.

short learning curve, easy for clients to understand Review collected by and hosted on G2.com.

input isnt the easiest but will integrate with other software to relieve some of the burden Review collected by and hosted on G2.com.

Easy to use and for clients to understand Review collected by and hosted on G2.com.

Account Aggregation does not work well always. Review collected by and hosted on G2.com.

I think the data entry format is excellent. It is designed to be very user friendly and client focused Review collected by and hosted on G2.com.

The tool is user friendly but has a lot of areas that need to be updated to ensure the software is modeling your situation properly and as intended. Review collected by and hosted on G2.com.

Fairly easy to input data. Not enough customization. Review collected by and hosted on G2.com.

I don't like the reports. Customization is not at the level I would like. There are lot's of items that are default that I believe just make the report confusing for the client. A big disappointment was the inability to cancel my month to month billing. Unless you are absolutely sure you want to use this software, I would not subscribe. There is only so much you can learn in a 1 month trial. Review collected by and hosted on G2.com.

- What if Worksheet and Supersolve are a great way to show clients how different changes in their plan can change the probability of success

- Insurance needs section is useful to calculate if client is over or underinsured

- Easy to read and thorough report Review collected by and hosted on G2.com.

- Not the most visually appealing interface, other software has surpassed them with more modern interfaces

- Client facing experience is not the best, they have made efforts recently by adding a live chat support but it should be made self explanatory enough that chat would not be needed

- No option to change sequence of withdraws from types of assets (i.e. sometimes it makes sense to take IRA money first to reduce RMD burden) Review collected by and hosted on G2.com.