Compare Envestnet | MoneyGuide and eMoney 
- Users report that eMoney excels in customizable reporting, scoring 9.3, which allows for tailored insights that meet specific client needs, while Envestnet | MoneyGuide, with a score of 9.2, also offers strong reporting features but lacks some of the depth found in eMoney's options.
- Reviewers mention that eMoney's client portal is highly rated at 9.4, providing a user-friendly experience for clients to access their financial information, whereas Envestnet | MoneyGuide's portal, while functional, does not receive the same level of praise, indicating potential areas for improvement.
- G2 users highlight eMoney's real-time capabilities with a score of 9.6, which allows for immediate updates and insights, a feature that users find crucial for timely decision-making. In contrast, Envestnet | MoneyGuide's real-time functionality is rated lower, suggesting it may not meet the same immediacy needs.
- Users on G2 report that eMoney's quality of support is rated at 8.9, with many reviewers praising the responsiveness and helpfulness of the support team, while Envestnet | MoneyGuide's support, rated at 7.5, has received mixed reviews, indicating that users may experience longer wait times or less effective assistance.
- Reviewers mention that eMoney's platform performance in reporting is rated at 8.6, with users appreciating the clarity and detail of the reports generated. In comparison, Envestnet | MoneyGuide's reporting features are perceived as less intuitive, which may hinder user experience.
- Users say that eMoney's integration capabilities, particularly in data aggregation and accounting integration, are rated at 8.7, making it easier to consolidate financial data from various sources. Envestnet | MoneyGuide, while also offering integration, does not receive the same level of acclaim, suggesting that users may face challenges in achieving seamless data flow.
- to be able to quickly create a plan
- a solution to serve clients with basic planning needs
- a scalable, personalized client experience
- What if Worksheet and Supersolve are a great way to show clients how different changes in their plan can change the probability of success - Insurance needs section is useful to calculate if client is over or underinsured - Easy to read and thorough...
I have used MGP over the last decade and they have failed to develop any significant additions (phone app, HSA, budgeting,ext.) in that time.
Ease of access for advisors and clients; ability to share screen and present from remote locations. Vault allowing clients to integrate financial documents and statements to one central location for organization, doubling as discovering of additional...
Seemed clunky. When testing, my loans were brought in as negative assets. The process to make the adjustment for them to display as debt took some searching and was difficult to find.
- What if Worksheet and Supersolve are a great way to show clients how different changes in their plan can change the probability of success - Insurance needs section is useful to calculate if client is over or underinsured - Easy to read and thorough...
Ease of access for advisors and clients; ability to share screen and present from remote locations. Vault allowing clients to integrate financial documents and statements to one central location for organization, doubling as discovering of additional...
I have used MGP over the last decade and they have failed to develop any significant additions (phone app, HSA, budgeting,ext.) in that time.
Seemed clunky. When testing, my loans were brought in as negative assets. The process to make the adjustment for them to display as debt took some searching and was difficult to find.
