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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 Financial Planning 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 985 reference ratings
4.8/5.0 (985)

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."

  • "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 …

  • "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 …

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