UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"MoneyGuide Recommendation"
What do you like best about Envestnet | MoneyGuide?
MoneyGuide provides multiple planning tools to leverage with clients. To capture all client's assets/liabilities in one place and to have the ability to run various scenarios is very useful. Review collected by and hosted on G2.com.
What do you dislike about Envestnet | MoneyGuide?
There are so many different tools/scenarios it can be cumbersome at times Review collected by and hosted on G2.com.