Compare Envestnet | MoneyGuide and Quicken 
Envestnet | MoneyGuide vs Quicken
When assessing the two solutions, reviewers found Quicken easier to use, set up, and administer. However, reviewers preferred doing business with Envestnet | MoneyGuide overall.
- Reviewers felt that Quicken meets the needs of their business better than Envestnet | MoneyGuide.
- When comparing quality of ongoing product support, reviewers felt that Quicken is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Envestnet | MoneyGuide over Quicken.
Data entering is fairly straight-forward. I like having the scenarios side-by-side.
I don't like the reports. Customization is not at the level I would like. There are lot's of items that are default that I believe just make the report confusing for the client. A big disappointment was the inability to cancel my month to month...
Simple and integrated personalized budgets tool. Easy to manage investments & good reporting features. Creation of custom invoices and great tool to track daily cashflow.
The interface is very basic and the price is high given the functions
Data entering is fairly straight-forward. I like having the scenarios side-by-side.
Simple and integrated personalized budgets tool. Easy to manage investments & good reporting features. Creation of custom invoices and great tool to track daily cashflow.
I don't like the reports. Customization is not at the level I would like. There are lot's of items that are default that I believe just make the report confusing for the client. A big disappointment was the inability to cancel my month to month...
The interface is very basic and the price is high given the functions
