--- title: Envestnet | MoneyGuide Reviews meta\_title: 'Envestnet | MoneyGuide Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 23 reviews by the users' company size, role or industry to find out how Envestnet | MoneyGuide works for a business like yours. aggregate\_rating: rating\_value: 4.0 review\_count: 23 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Envestnet | MoneyGuide Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Envestnet | MoneyGuide but has limited features. Are you part of the Envestnet | MoneyGuide team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client. * * * Seller [Envestnet](https://www.g2.com/sellers/envestnet) Discussions [Envestnet | MoneyGuide Community](https://www.g2.com/products/envestnet-moneyguide/discuss) Overview by Rachel Rose Show More ## Value at a Glance Averages based on real user reviews. ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/envestnet-moneyguide/pricing) ## Top-Rated Alternatives [ ![eMoney](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "eMoney") eMoney 4.7/5(67) ](https://www.g2.com/products/emoney/reviews) [ ![RightCapital](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "RightCapital") RightCapital 4.6/5(14) ](https://www.g2.com/products/rightcapital/reviews) [ ![Morningstar Direct Advisory Suite (formerly Advisor Workstation)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Morningstar Direct Advisory Suite (formerly Advisor Workstation)") Morningstar Direct Advisory Suite (formerly Advisor Workstation) 4.1/5(285) ](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) [ View All Alternatives ](https://www.g2.com/products/envestnet-moneyguide/competitors/alternatives) ## User Insights Average based on 23 real user reviews. Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ![Grant M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Grant M.") GM Grant M. Contractor Small-Business (50 or fewer emp.) 6/5/2023 "MoneyGuidePro has not kept up with the times" 0/5 What do you like best about Envestnet | MoneyGuide? I like moneyguide pro's simplicity, but that is about it. Review collected by and hosted on G2.com. What do you dislike about Envestnet | MoneyGuide? 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. What problems is Envestnet | MoneyGuide solving and how is that benefiting you? Long term projections, if you can trust the output Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 8/3/2022 "MoneyGuide Recommendation" 5/5 What do you like best about Envestnet | MoneyGuide? 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. What do you dislike about Envestnet | MoneyGuide? There are so many different tools/scenarios it can be cumbersome at times Review collected by and hosted on G2.com. What problems is Envestnet | MoneyGuide solving and how is that benefiting you? MoneyGuide solves the issue of helping clients assess if they will run out of money in retirement. Also, it helps put everything in one place that can be updated/refreshed with clients as needed. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 7/26/2022 "Excellent product, service, and continuously improving." 5/5 What do you like best about Envestnet | MoneyGuide? It's thorough but also client-friendly. Review collected by and hosted on G2.com. What do you dislike about Envestnet | MoneyGuide? I wish it were a bit easier to plan on the fly with clients. I find navigating and updateing results a bit tedious when clients are at the table. Review collected by and hosted on G2.com. What problems is Envestnet | MoneyGuide solving and how is that benefiting you? REtirement planning, investment account organizing along with many other planning issues. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 1/7/2022 "The default planning software for advisors, but could be better" 3.5/5 What do you like best about Envestnet | MoneyGuide? 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. What do you dislike about Envestnet | MoneyGuide? 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. What problems is Envestnet | MoneyGuide solving and how is that benefiting you? It's the main piece of software I use for running financial plans. It's also good for a central place to collect financial information about a client. Although I don't use it often, it gives me credibility as a financial planner because it's such a detailed piece of software. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Mid-Market (51-1000 emp.) 12/7/2021 "Preferred Retirement Planning Software" 4.5/5 What do you like best about Envestnet | MoneyGuide? The software is easy to use and client's enjoy how in dept the reporting capabilities are Review collected by and hosted on G2.com. What do you dislike about Envestnet | MoneyGuide? MoneyGuide Pros servie 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 for work through on your own without the assistance of their service team Review collected by and hosted on G2.com. What problems is Envestnet | MoneyGuide solving and how is that benefiting you? We use the software to analyze clients retirement income projections and build allocations based on the plan Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite AS Art S. financial advisor Small-Business (50 or fewer emp.) 12/17/2020 "easy to understand" 5/5 What do you like best about Envestnet | MoneyGuide? short learning curve, easy for clients to understand Review collected by and hosted on G2.com. What do you dislike about Envestnet | MoneyGuide? input isnt the easiest but will integrate with other software to relieve some of the burden Review collected by and hosted on G2.com. What problems is Envestnet | MoneyGuide solving and how is that benefiting you? will clients run out of money, when to take social security. It measures the likelihood of achieving desired results Review collected by and hosted on G2.com. Show More 1/19/2021 Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Investment Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Investment Management") UI Verified User in Investment Management Small-Business (50 or fewer emp.) 10/22/2021 "Money Guide Pro Review" 5/5 What do you like best about Envestnet | MoneyGuide? Easy to use and for clients to understand Review collected by and hosted on G2.com. What do you dislike about Envestnet | MoneyGuide? Account Aggregation does not work well always. Review collected by and hosted on G2.com. What problems is Envestnet | MoneyGuide solving and how is that benefiting you? Mostly retirement planning for clients, though I am able to work on other financial planning issues as well. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Joel S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joel S.") JS Joel S. Small-Business (50 or fewer emp.) 9/25/2020 Business partner of the seller or seller's competitor, not included in G2 scores. "Powerful tool for financial analysis" 5/5 What do you like best about Envestnet | MoneyGuide? 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. What do you dislike about Envestnet | MoneyGuide? 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. What problems is Envestnet | MoneyGuide solving and how is that benefiting you? I use the software to analyze my clients holistic financial situation. I have realized that the conversation focused data entry is beneficial for my clients self realization of their situation. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Bill B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bill B.") BB Bill B. Senior Investment Consultant/Principal Financial Services Small-Business (50 or fewer emp.) 9/9/2019 "Dissappointed" 1.5/5 What do you like best about Envestnet | MoneyGuide? Fairly easy to input data. Not enough customization. Review collected by and hosted on G2.com. What do you dislike about Envestnet | MoneyGuide? 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. Recommendations to others considering Envestnet | MoneyGuide: Don't sign up unless you are absolutely sure, you cannot cancel the contract. Review collected by and hosted on G2.com. What problems is Envestnet | MoneyGuide solving and how is that benefiting you? Client annual reviews. Prospect current analysis. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 8/27/2018 "Major Part of the Planning Process" 4/5 What do you like best about Envestnet | MoneyGuide? - 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. What do you dislike about Envestnet | MoneyGuide? - 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. Recommendations to others considering Envestnet | MoneyGuide: Powerful tool at the right price. There are newer products out there that have a nicer interface and better account aggregation but this one gets the job done with a lot of calculations. Review collected by and hosted on G2.com. What problems is Envestnet | MoneyGuide solving and how is that benefiting you? This is a part of the planning process with every client. It allows us to consider where every dollar is going and makes the clients think about what is important to them in retirement. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ## Questions about Envestnet | MoneyGuide? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Envestnet | MoneyGuide ](https://www.g2.com/products/envestnet-moneyguide/discussions/new) GU Guest User • Last activity over 3 years ago Does MoneyGuidePro integrate with Salesforce? 0 Upvotes 1 [ Join the conversation ](https://www.g2.com/discussions/does-moneyguidepro-integrate-with-salesforce) [ View all Discussions ](https://www.g2.com/products/envestnet-moneyguide/discuss) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. 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