--- title: "Envestnet | MoneyGuide Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Envestnet | MoneyGuide Software - reviews, pricing plans, popular comparisons to other Hedge Fund products and more." source_url: "https://www.capterra.com/p/210422/MoneyGuidePro/" page_type: "product" language: "en" --- # Envestnet | MoneyGuide Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Envestnet | MoneyGuide ## What is Envestnet | MoneyGuide? Financial planning tool that helps businesses create goal-based plans using what-if scenarios, capital market assumptions, and more. ## What is Envestnet | MoneyGuide used for? [Financial Risk Management](https://www.capterra.com/financial-risk-management-software/)[Hedge Fund](https://www.capterra.com/hedge-fund-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $50 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Envestnet | MoneyGuide?[Manage this product listing](https://www.g2.com/products/envestnet-moneyguide/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Envestnet | MoneyGuide 5.0 (2) VS. [4.3 (716)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price $50 Flat Rate, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (2) Ease Of Use 4.2 (642) Value For Money 0.0 (0) Value For Money 4.0 (549) Customer Service 4.5 (2) Customer Service 4.0 (581) ## Envestnet | MoneyGuide alternatives Highest Rated [4.7 (1,069)](https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (15)](https://www.capterra.com/p/47491/Corporater-Business-Management-Platform/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.5 (25)](https://www.capterra.com/p/187225/Trovata/reviews/) Starting price $24000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.7 (16)](https://www.capterra.com/p/160754/KYC-Portal/reviews/) Starting price $28000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/210422/MoneyGuidePro/alternatives/) ## FAQs about Envestnet | MoneyGuide Overview ### What company size and specific industries is Envestnet | MoneyGuide built for? Envestnet | MoneyGuide is designed for financial advisors and firms in the financial services sector that manage client portfolios, net worth statements, and life insurance analysis. The target audience is advisory businesses of any size, especially those serving investment planning and risk management needs. Features and Usability ### What are the key features of Envestnet | MoneyGuide? Envestnet | MoneyGuide offers API access, data management, and reporting/analytics for financial planning workflows. Core capabilities include financial risk reporting, risk analysis, portfolio modeling, and scenario planning, which support comparison of potential outcomes and organization of portfolio data across planning activities. Integrations ### Which third-party tools and platforms does Envestnet | MoneyGuide integrate with? Envestnet | MoneyGuide integrates with advisory, CRM, and data aggregation platforms including Addepar, Advisors Assistant, Blueleaf, CircleBlack, Envestnet | Yodlee, MX Data Aggregation, Redtail CRM, SmartOffice, Tamarac, and Wealthbox CRM. It also connects with Broadridge Investment Accounting, FIS Mobile Banking, FinFolio, HiddenLevers, NetX360, Practifi, and ProTracker Advantage. Getting Started and Support ### What training and onboarding options does Envestnet | MoneyGuide offer? Envestnet | MoneyGuide provides live online training sessions for teams getting started. These sessions support guided setup and instruction in real time, allowing users to ask questions and follow along during training. Getting Started and Support ### What customer support options does Envestnet | MoneyGuide offer? Envestnet | MoneyGuide provides email/help desk, phone support, and chat. Reviewer feedback on support is not available here, so no claims can be made about response times, helpfulness, or common frustrations. Users should expect the listed channels only, with no additional support details provided in the catalog. ## Features AI summary Based on 338 Hedge Fund reviews Capterra reviewers highlight these as the top features buyers look for in financial risk management software: - **Financial Risk Reporting** (**51%** of reviewers rated this feature as critical) - **Risk Assessment** (**39%**) - **Risk Analysis** (**35%**) Envestnet | MoneyGuide supports **Financial Risk Reporting** and **Risk Analysis**, giving teams the tools to monitor risk exposure and review financial trends in more detail. However, it does not include **Risk Assessment**. Instead, it offers **Reporting/Analytics** (**31%**) and **Data Management** (**26%**), which can still help teams track performance data and keep risk-related information organized. Together, these features help businesses make more informed decisions, improve visibility into financial risk, and respond more effectively to changing conditions. Reporting/Analytics 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Data Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Ability to handle large datasets Scenario Planning 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Develop potential scenarios to identify risks and opportunities API Application programming interface that allows for integration with other systems/databases Financial Risk Reporting Qualitative or quantitative risk methodology to evaluate the risk for an individual account or portfolio, and identify problems Risk Analysis Analyze potential risks across the organization Envestnet | MoneyGuide 6 features ### All Features - API: Application programming interface that allows for integration with other systems/databases - Data Management: Ability to handle large datasets - Financial Risk Reporting: Qualitative or quantitative risk methodology to evaluate the risk for an individual account or portfolio, and identify problems - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Analysis: Analyze potential risks across the organization - Scenario Planning: Develop potential scenarios to identify risks and opportunities --- Get Advice We can help you find the software with the features you need. Features 5.0 (2) 5.0 Based on 2 reviews ## Pricing Free Trial Basic $50.00 Flat Rate,Per Month ## Integrations [ Wealthbox CRM](https://www.capterra.com/p/175666/Wealthbox/)[ Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[ HiddenLevers](https://www.capterra.com/p/179454/HiddenLevers/)[ Direct Advisory Suite](https://www.capterra.com/p/276296/Direct-Advisory-Suite/)[ SmartOffice](https://www.capterra.com/p/133901/SmartOffice/)[ FinFolio](https://www.capterra.com/p/170305/FinFolio/)[ Tamarac](https://www.capterra.com/p/173553/Tamarac/)[ Addepar](https://www.capterra.com/p/275617/Addepar/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (2) 4.5 Based on 2 reviews ## User reviews Overall rating 5.0 Based on 2 reviews Filter by rating 5(2) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AN Anonymous User Office Manager Financial Services ### "Love MGP" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 20, 2022 Pros Such a great tool for financial planning! Thorough data and easy for clients to see exactly what's happening in their plan. Cons Nothing that I can think of! We love MGP! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KC Kenneth C. Financial planning associate Financial Services ### "Best Goal Planning Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 August 16, 2022 Overall this is the best goal based planning software on the market Pros MoneyGuidePro is very user friendly once you become familiar with it. It is easy to navigate between investment assets to spending goals to the Monte Carlo results. Very clean and pleasant looking format Cons MoneyGuidePro is not a tax planning software, so having to explain annual taxes and the limits of Roth Conversions can be tricky with clients Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.