UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Excellent product, service, and continuously improving."
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 updating results a bit tedious when clients are at the table. Review collected by and hosted on G2.com.