# Envestnet | MoneyGuide Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Envestnet | MoneyGuide Software - reviews, pricing plans, popular comparisons to other Financial Risk Management products and more. Source: https://www.capterra.com/p/210422/MoneyGuidePro/reviews --- # Envestnet | MoneyGuide Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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)[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/) 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 (121)](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 (1,991)](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 [Learn More](https://www.capterra.com/p/202723/D-B-Finance-Analytics/) [PayPal](https://www.capterra.com/p/207944/PayPal/) [4.6 (26,283)](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 [Learn More](https://www.capterra.com/p/207944/PayPal/) [View all alternatives](https://www.capterra.com/p/210422/MoneyGuidePro/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Data Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Ability to handle large datasets 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 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 Application programming interface that allows for integration with other systems/databases Ability to handle large datasets Qualitative or quantitative risk methodology to evaluate the risk for an individual account or portfolio, and identify problems View and track pertinent metrics to find patterns and gain insights from data Analyze potential risks across the organization 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 AU 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)