Envestnet | MoneyGuide

Read 7 Envestnet | MoneyGuide reviews and testimonials from customers, explore case studies and customer success stories, and watch customer videos to see why companies chose Envestnet | MoneyGuide as their

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). Envestnet is transforming the way financial advice and wellness are delivered. Their mission is to empower advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone.

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Customer Rating Review Score based on 827 reference ratings
4.8/5.0 (827)

7Testimonials

  • "Most programs are either simple and useless or sophisticated and endless! MoneyGuidePro® is the only program I've found that's both easy-to-use and provides sophisticated meaningful results."

    Harold Evensky CFP

  • "As a new user and a new planner, I have been amazed at how easy and flexible both the program and support staff are in producing a quality document. My …

    Jim Ludwick MainStreet Financial Planning, Inc

  • "Thanks for the excellent support over the weekend. I was working Sunday afternoon and having trouble printing reports when I received a call from one of your programmers. He was …

    Scot Schoeppler Performance Capital Management
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Read Envestnet | MoneyGuide Reviews, Testimonials & Customer References from 7 real Envestnet | MoneyGuide customers.

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