--- 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) ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Small-Business (50 or fewer emp.) 10/25/2017 "Resourceful tool for capturing big picture for clients" 3.5/5 What do you like best about Envestnet | MoneyGuide? Money Guide Pro has allowed our firm to dig deeper at the client level, in turn providing greater assistance Review collected by and hosted on G2.com. What do you dislike about Envestnet | MoneyGuide? Yearly fee in addition to monthly fee is hard to keep in budget for small office Review collected by and hosted on G2.com. What problems is Envestnet | MoneyGuide solving and how is that benefiting you? Understanding held-away assets allows us to leverage towards new opportunities Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Non-Profit Organization Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Non-Profit Organization Management") AN Verified User in Non-Profit Organization Management Small-Business (50 or fewer emp.) 1/13/2017 "Money Guide Pro" 4/5 What do you like best about Envestnet | MoneyGuide? This platform is detailed, robust, and a great tool to use with clients to walk them through all aspects of their financial planning. Review collected by and hosted on G2.com. What do you dislike about Envestnet | MoneyGuide? We do wish it had a client portal for clients to log in and perhaps even aggregate their own accounts. Review collected by and hosted on G2.com. Recommendations to others considering Envestnet | MoneyGuide: It's a little tricky to learn at first - there are so, so many layers. But once you get the hang of it, all of those layers turn into a positive benefit that just makes the platform more robust and efficient. Review collected by and hosted on G2.com. What problems is Envestnet | MoneyGuide solving and how is that benefiting you? It allows us to have a clear picture of a client's retirement track, and have a thorough discussing with them about where they are at now, and where they need to be. 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.) 9/7/2016 "Robust financial planning software" 4.5/5 What do you like best about Envestnet | MoneyGuide? Goals-based software is very easy to understand for clients. Data input is quick and easy. Review collected by and hosted on G2.com. What do you dislike about Envestnet | MoneyGuide? Lack of ability to explore tax impact of certain strategies. Review collected by and hosted on G2.com. Recommendations to others considering Envestnet | MoneyGuide: If you are interested in easy to use, goals-based planning software, this is the tool. If you're more interested in a cashflow based tool, this is not for you. Review collected by and hosted on G2.com. What problems is Envestnet | MoneyGuide solving and how is that benefiting you? Using MGP makes the production of financial plans much more efficient. Review collected by and hosted on G2.com. Show More Current UserValidated 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. [ View More Pricing Information ](https://www.g2.com/products/envestnet-moneyguide/pricing) Envestnet | MoneyGuide Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_0fe84b6b8a75810090aae252b253b288/emoney.jpg "Product Avatar Image") eMoney 4.7/5(67) [ Compare Now ](https://www.g2.com/compare/envestnet-moneyguide-vs-emoney) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d4685daaf8864e397de900382f39320b/rightcapital.png "Product Avatar Image") RightCapital 4.6/5(14) [ Compare Now ](https://www.g2.com/compare/envestnet-moneyguide-vs-rightcapital) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_b3df8a8a25ec6a50d22d16aadead3b87/asset-map.png "Product Avatar Image") Asset-Map 4.8/5(129) [ Compare Now ](https://www.g2.com/compare/asset-map-vs-envestnet-moneyguide) ##### Categories on G2 [Investment Portfolio Management](https://www.g2.com/categories/investment-portfolio-management)[Financial Analytics](https://www.g2.com/categories/financial-analytics) ##### Explore More [Best AI coding assistants for in-IDE real-time suggestions and error fixes](https://www.g2.com/discussions/best-ai-coding-assistants-for-in-ide-real-time-suggestions-and-error-fixes)[What is the top-rated work management platform for enterprises?](https://www.g2.com/discussions/what-is-the-top-rated-work-management-platform-for-enterprises)[What retail task management platform is actually adopted by hourly staff without becoming software overhead that managers end up maintaining instead of selling?](https://www.g2.com/discussions/what-retail-task-management-platform-is-actually-adopted-by-hourly-staff-without-becoming-software-overhead-that-managers-end-up-maintaining-instead-of-selling) [What are the best automotive marketing tools for dealerships requiring faster website optimization and competitive positioning?](https://www.g2.com/discussions/what-are-the-best-automotive-marketing-tools-for-dealerships-requiring-faster-website-optimization-and-competitive-positioning)[Affordable intranet options for startups](https://www.g2.com/discussions/employee-intranet-intranet-software-that-integrates-with-office-365)[Which partner ecosystem platform gives the best all-in-one experience versus using separate PRM and marketplace tools stitched together for a company managing multiple partner types?](https://www.g2.com/discussions/which-partner-ecosystem-platform-gives-the-best-all-in-one-experience-versus-using-separate-prm-and-marketplace-tools-stitched-together-for-a-company-managing-multiple-partner-types) [Show MoreShow Less](javascript:void(0);)