---
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
**Vendor:** Envestnet  
**Category:** [Financial Analytics Software](https://www.g2.com/categories/financial-analytics)  
**Average Rating:** 4.0/5.0  
**Total Reviews:** 23
## About Envestnet | MoneyGuide
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.





## Envestnet | MoneyGuide Discussions
  - [Does MoneyGuidePro integrate with Salesforce?](https://www.g2.com/discussions/does-moneyguidepro-integrate-with-salesforce) - 1 comment

- [View Envestnet | MoneyGuide pricing details and edition comparison](https://www.g2.com/products/envestnet-moneyguide/reviews?page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-10+14%3A14%3A58+-0500&secure%5Bsession_id%5D=4edb89c4-725e-449b-8603-92b9c9743742&secure%5Btoken%5D=c56f0cbe360a8de126f86e20350c613ee0f73041ff820d70839ca2dd28cdaec4&format=llm_user)

## Envestnet | MoneyGuide Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting
- Investor Portal
- Historical Reporting
- Investor Reporting
- Visual Analytics
- Tax Compliance
- Portfolio Reporting

**Platform Additional Functionality**
- Dashboard
- Cloud

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management
- Portfolio Accounting
- Contact Management
- Workflow Management
- Investor Management
- Trade Management
- Investment Management
- Portfolio Management
- Document Management
- Compliance Management
- Order Management
- Fund Management
- Tax Management
- Cash Management
- Client Management
- Fee Management
- Financial Management
- Stock Management

**Platform Content**
- Automation
- Content Library

**Platform Data**
- Visualization

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Forecasting
- Third-Party Integrations
- Categorization/Grouping
- Budgeting/Forecasting

**Additional Functionality**
- Risk Assessment
- Automated Execution
- Monitoring
- Financial Analysis
- Cryptocurrency Tracking
- Generative AI
- Profit/Loss Statement
- Risk Analysis
- General Ledger
- Customizable Reports
- Investor Communication
- Performance Analysis
- Performance Metrics
- AI Copilot
- Portfolio Analysis
- Activity Tracking
- CRM
- For Hedge Funds
- Audit Trail
- Data Import/Export
- Collaboration Tools
- Mobile Access
- Modeling & Simulation
- Compliance Tracking
- For Investment Advisors
- Portfolio Rebalancing
- Investment Research
- Commodity Futures
- API
- Activity Dashboard
- Benchmarking
- Alerts/Notifications
- Investments Tracking
- Bonds/Stocks
- For Investors & Traders
- Multi-Currency
- Stock Tracking
- Watch List
- What-if Analysis
- Goal Setting/Tracking
- Wash Sale Detection
- For Traders
- Side-by-Side Comparison

**Platform Interoperability**
- API

**Platform Performance**
- Reporting

**Agentic AI  - Financial Analytics**
- Proactive Assistance

## Top Envestnet | MoneyGuide Alternatives
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