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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 Wealth Management Software

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 930 reference ratings
4.8/5.0 (930)

7Testimonials

  • "To anyone and everyone who has anything to do with MoneyGuidePro®, please know that the people who use your product are very appreciative. I know many advisors who use MoneyGuidePro® …

    Dave Ressner Ressner Financial Planning

  • "We recently switched to NaviPlan from MoneyGuidePro® because our clearing agent informed us that they had integrated NaviPlan into their internet platform. At first, we were delighted with the idea …

    Joey Levy Money Managers & Co

  • "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
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Read Envestnet | MoneyGuide Reviews, Testimonials & Customer References from 7 real Envestnet | MoneyGuide customers.

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