--- 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 Financial Risk Management 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 July 21, 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/) 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 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.envestnet.com&name=Envestnet | MoneyGuide) ## 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. [4.9 (122)](https://www.capterra.com/p/245922/Eleven/reviews/) Starting Price $50 Flat Rate, Per Month Starting Price $35 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (2) Ease Of Use 4.9 (137) Value For Money 0.0 (0) Value For Money 4.8 (104) Customer Service 4.5 (2) Customer Service 4.9 (103) ## Envestnet | MoneyGuide alternatives [4.2 (2,057)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.9 (14)](https://www.capterra.com/p/10021163/Flagright/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [D&B Finance Analytics](https://www.capterra.com/p/202723/D-B-Finance-Analytics/) [4.5 (137)](https://www.capterra.com/p/202723/D-B-Finance-Analytics/reviews/) Starting price $1200.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [PayPal](https://www.capterra.com/p/207944/PayPal/) [4.6 (26,555)](https://www.capterra.com/p/207944/PayPal/reviews/) Starting price $0.29 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% 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, including wealth management and advisory practices. It fits organizations that need tools for portfolio customization, net worth statements, and life insurance analysis, rather than broad use across general business industries. Features and Usability ### What are the key features of Envestnet | MoneyGuide? Envestnet | MoneyGuide offers API access, data management, financial risk reporting, portfolio modeling, reporting and analytics, risk analysis, and scenario planning. These features support portfolio evaluation, risk assessment, and report generation while allowing data to be organized and analyzed for planning and decision-making. Talk to an expert ### More questions? Ask our experts Integrations ### Which third-party tools and platforms does Envestnet | MoneyGuide integrate with? Envestnet | MoneyGuide integrates with over 20 third-party tools and platforms, including Addepar, Advisors Assistant, Blueleaf, Broadridge Investment Accounting, CircleBlack, Covr, Envestnet | Yodlee, MX Data Aggregation, Practifi, Redtail CRM, SmartOffice, Tamarac, Wealthbox, NetX360, and SS&C Primatics. Getting Started and Support ### What training and onboarding options does Envestnet | MoneyGuide offer? Envestnet | MoneyGuide provides live online training sessions for teams getting started. This format supports guided instruction from a trainer and gives users a chance to follow setup steps in real time, ask questions, and review product workflows during the session. Getting Started and Support ### What customer support options does Envestnet | MoneyGuide offer? Envestnet | MoneyGuide provides email/help desk, phone support, and chat. No reviewer feedback is available here to assess response times, helpfulness, or common support frustrations, so the support experience cannot be characterized beyond those listed channels. ## Features AI summary Based on 336 Financial Risk Management reviews Capterra reviewers of Financial Risk Management software point to these features as the most important when choosing a solution: - **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**, so teams can track exposure, review financial risk trends, and make more informed planning decisions. However, it does not include **Risk Assessment**. Instead, it offers other valued capabilities such as **API** (**43%**), **Reporting/Analytics** (**31%**), and **Data Management** (**26%**), which can help businesses connect data sources, monitor performance, and keep financial information organized, providing teams with clearer visibility for risk-related decisions. 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](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/)[ SmartOffice](https://www.capterra.com/p/133901/SmartOffice/)[ FinFolio](https://www.capterra.com/p/170305/FinFolio/)[ Covr](https://www.capterra.com/p/275442/Covr/)[ Direct Advisory Suite](https://www.capterra.com/p/276296/Direct-Advisory-Suite/)[ FIS Mobile Banking](https://www.capterra.com/p/172439/FIS-Mobile-Banking/) 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.