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.

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.

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.