Top 10 Envestnet | MoneyGuide Alternatives & Competitors

Top 10 Alternatives to Envestnet | MoneyGuide Recently Reviewed By G2 Community

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eMoney
By eMoney Advisor, LLC.
4.7/5
(67)
Product Description
Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.
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Reviewers say compared to Envestnet | MoneyGuide, eMoney is:
Better at support
Easier to set up
Easier to admin
Categories in common with Envestnet | MoneyGuide:
Investment Portfolio Management
Financial Analytics

RightCapital
By RightCapital
4.6/5
(13)
Product Description
Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors. Our modern, intuitive features make the financial planning process a breeze. From interactive retirement scenarios and tax-efficient distributions to insurance evaluation, student loan management and estate planning, we simplify the complexity of financial planning so anyone can understand how to plan for their future.
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Reviewers say compared to Envestnet | MoneyGuide, RightCapital is:
Better at support
Better at meeting requirements
More usable
Categories in common with Envestnet | MoneyGuide:
Investment Portfolio Management
Financial Analytics

Morningstar Direct Advisory Suite (formerly Advisor Workstation)
By Morningstar
4.1/5
(275)
Product Description
Built for productivity, Direct Advisory Suite (formerly Advisor Workstation) supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.
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Reviewers say compared to Envestnet | MoneyGuide, Morningstar Direct Advisory Suite (formerly Advisor Workstation) is:
Better at meeting requirements
More expensive
Easier to do business with
Categories in common with Envestnet | MoneyGuide:
Investment Portfolio Management

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Morningstar Direct
By Morningstar
4/5
(407)
Product Description
Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world.  Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies.   And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard.
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Reviewers say compared to Envestnet | MoneyGuide, Morningstar Direct is:
More expensive
Categories in common with Envestnet | MoneyGuide:
Investment Portfolio Management

Betterment at Work
By Betterment
4.3/5
(544)
Product Description
Your business is built to grow—and so is our 401(k) plan. It’s easy to manage, supports your long-term strategy, and provides proactive guidance at every step, keeping your plan running smoothly and staying compliant. Give your employees access to an easy-to-use, powerful solution for investing and retirement savings—featuring expert-built portfolios, personalized financial guidance, external account linking, and a suite of complementary tools to build wealth. All accessible through our mobile app. And with $21+ Billion in retirement AUM, we’re a partner your business can rely on. Discover a better way to 401(k) today.
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Reviewers say compared to Envestnet | MoneyGuide, Betterment at Work is:
Better at meeting requirements
More usable
Easier to admin
Categories in common with Envestnet | MoneyGuide:
Investment Portfolio Management

Nitrogen
By Nitrogen
4/5
(72)
Product Description
Nitrogen is the company that invented the Risk Number®, which powers the world’s first Growth Platform and was built on a Nobel Prize-winning academic framework. Advisors, wealth management firms, and asset managers use the Nitrogen platform to accelerate prospects to assets to engaged and retained clients, with the insights and analytics to keep it all on track — all with the mission of empowering the world to invest fearlessly. To learn more, visit riskalyze.com.
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Reviewers say compared to Envestnet | MoneyGuide, Nitrogen is:
Easier to admin
Easier to do business with
Better at support
Categories in common with Envestnet | MoneyGuide:
Investment Portfolio Management

Orion Risk Intelligence
By Orion Advisor Tech
4.5/5
(36)
Product Description
Start risk conversations off right with next-level business intelligence, risk analytics, and economic research to help you guide each client toward investment strategies that work for them — regardless of what’s happening in the world.
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Reviewers say compared to Envestnet | MoneyGuide, Orion Risk Intelligence is:
Better at support
Better at meeting requirements
More usable
Categories in common with Envestnet | MoneyGuide:
Investment Portfolio Management

Koyfin
By Koyfin
4.8/5
(116)
Product Description
Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. Intuitive Interface: Simplifies complex data analysis with visualization tools. Collaboration: Easily share and collaborate on watchlists and portfolios with your team. Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com
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Reviewers say compared to Envestnet | MoneyGuide, Koyfin is:
Easier to set up
Better at support
Easier to admin
Categories in common with Envestnet | MoneyGuide:
Investment Portfolio Management
Financial Analytics

Orion Advisor Technology
By Orion Advisor Tech
4.4/5
(97)
Product Description
Orion’s fully integrated trading suite–including a tax-intelligent rebalancer, custom SMA optimizer, and robust model marketplace–empowers firms to personalize client portfolios while scaling back-office processes.
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Reviewers say compared to Envestnet | MoneyGuide, Orion Advisor Technology is:
Better at meeting requirements
Easier to set up
Better at support
Categories in common with Envestnet | MoneyGuide:
Investment Portfolio Management