---
description: Get information about Envestnet | MoneyGuide price, usability & features from verified user experiences. Read reviews from Indian business users & discover similar tools.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Envestnet | MoneyGuide Price, Features, Reviews & Ratings - Capterra India
---

Breadcrumb: [Home](/) > [Financial Risk Management Software](/directory/20009/financial-risk-management/software) > [Envestnet | MoneyGuide](/software/210422/moneyguidepro)

# Envestnet | MoneyGuide

Canonical: https://www.capterra.in/software/210422/moneyguidepro

> Financial planning tool that helps businesses create goal-based plans using what-if scenarios, capital market assumptions, and more.
> 
> Verdict: Rated **5.0/5** by 2 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses Envestnet | MoneyGuide?

Financial risk management solution that enables financial advisors customize portfolios, generate net worth statements, analyze life insurances, and more.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 2 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support Software | 4.5/5 | Based on overall reviews |
| Value for Money |  | Based on overall reviews |
| Features | 5.0/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## About the vendor

- **Company**: Envestnet Asset Management

## Commercial Context

- **Starting Price**: $50.00
- **Pricing model**: Flat Rate (Free Trial)
- **Pricing Details**: It is also available at $125/mo and $175/mo with additional features.
- **Target Audience**: 2–10, 11–50, 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Reporting/Analytics
- Risk Analysis

## Integrations (17 total)

- Addepar
- Advisors Assistant
- Blueleaf
- Broadridge Investment Accounting
- CircleBlack
- Direct Advisory Suite
- Envestnet | Yodlee
- FinFolio
- HiddenLevers
- MX Data Aggregation
- NetX360
- Practifi
- ProTracker Advantage
- Redtail CRM
- SmartOffice

... and 2 more integrations

## Support Options

- Email/Help Desk
- Phone Support
- Chat

## Category

- [Financial Risk Management Software](https://www.capterra.in/directory/20009/financial-risk-management/software)

## Related Categories

- [Financial Risk Management Software](https://www.capterra.in/directory/20009/financial-risk-management/software)
- [Hedge Fund Software](https://www.capterra.in/directory/10060/hedge-fund/software)

## Alternatives

1. [Northstar Risk/Performance Software](https://www.capterra.in/software/136411/northstar-risk-and-performance-analysis-platform) — 5.0/5 (12 reviews)
2. [Sage Intacct](https://www.capterra.in/software/76/intacct) — 4.3/5 (717 reviews)
3. [PayPal](https://www.capterra.in/software/179251/paypal) — 4.6/5 (26683 reviews)
4. [OnBoard Board Management Software](https://www.capterra.in/software/179015/onboard-board-portal) — 4.7/5 (1069 reviews)
5. [Workday Financial Management](https://www.capterra.in/software/66909/workday-financial-management) — 4.4/5 (89 reviews)

## Reviews

### "Love MGP" — 5.0/5

> **Verified Reviewer** | *20 September 2022* | Financial Services Software | Recommendation rating: 9.0/10
> 
> **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\!

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### "Best Goal Planning Software" — 5.0/5

> **Kenneth** | *16 August 2022* | Financial Services Software | Recommendation rating: 10.0/10
> 
> **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
> 
> Overall this is the best goal based planning software on the market

## Links

- [View on Capterra](https://www.capterra.in/software/210422/moneyguidepro)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/210422/MoneyGuidePro/> |
| en-AE | <https://www.capterra.ae/software/210422/moneyguidepro> |
| en-AU | <https://www.capterra.com.au/software/210422/moneyguidepro> |
| en-CA | <https://www.capterra.ca/software/210422/moneyguidepro> |
| en-GB | <https://www.capterra.co.uk/software/210422/moneyguidepro> |
| en-IE | <https://www.capterra.ie/software/210422/moneyguidepro> |
| en-IL | <https://www.capterra.co.il/software/210422/moneyguidepro> |
| en-IN | <https://www.capterra.in/software/210422/moneyguidepro> |
| en-NZ | <https://www.capterra.co.nz/software/210422/moneyguidepro> |
| en-SG | <https://www.capterra.com.sg/software/210422/moneyguidepro> |
| en-ZA | <https://www.capterra.co.za/software/210422/moneyguidepro> |

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