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 undefined

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 Scorebased on 793 reference ratings
4.8/5.0 (793)

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® and rave about it. In fact, that's how I first came to try it.A fellow member of the Garrett Planning Network introduced me to MoneyGuidePro® the afternoon before a client presentation. In about an hour, she explained MoneyGuidePro® to me in enough detail that I actually presented some nice preliminary results to the clients. They were happy, and I was thrilled!Thank you and please keep up the awesome work!"

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