---
description: Discover the benefits and disadvantages of Envestnet | MoneyGuide.  Learn the software price, see the description, and read the most helpful reviews for UK business users. 
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Envestnet | MoneyGuide Pricing, Cost & Reviews - Capterra UK 2026
---

Breadcrumb: [Home](/) > [Financial Risk Management Software](/directory/20009/financial-risk-management/software) > [Envestnet | MoneyGuide](/software/210422/moneyguidepro)

# Envestnet | MoneyGuide

Canonical: https://www.capterra.co.uk/software/210422/moneyguidepro

> Financial planning tool that helps businesses create goal-based plans using what-if scenarios, capital market assumptions, and more.
> 
> Verdict: Rated **5.0/5** by 2 users. Top-rated for **Likelihood to recommend**.

-----

## Overview

### Who Uses Envestnet | MoneyGuide?

Financial risk management solution that enables financial advisors customize portfolios, generate net worth statements, analyze life insurances, and more.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 2 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support | 4.5/5 | Based on overall reviews |
| Value for Money |  | Based on overall reviews |
| Features | 5.0/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## About the vendor

- **Company**: Envestnet Asset Management

## Commercial Context

- **Starting Price**: US$50.00
- **Pricing model**: Flat Rate (Free Trial)
- **Pricing Details**: It is also available at $125/mo and $175/mo with additional features.
- **Target Audience**: 2–10, 11–50, 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Reporting/Analytics
- Risk Analysis

## Integrations (19 total)

- Addepar
- Advisors Assistant
- Blueleaf
- Broadridge Investment Accounting
- CircleBlack
- Covr
- Direct Advisory Suite
- Envestnet | Yodlee
- FIS Mobile Banking
- FinFolio
- HiddenLevers
- MX Data Aggregation
- NetX360
- Practifi
- ProTracker Advantage

... and 4 more integrations

## Support Options

- Email/Help Desk
- Phone Support
- Chat

## Category

- [Financial Risk Management Software](https://www.capterra.co.uk/directory/20009/financial-risk-management/software)

## Alternatives

1. [D\&B Finance Analytics](https://www.capterra.co.uk/software/202723/d-b-finance-analytics) — 4.5/5 (137 reviews)
2. [PayPal](https://www.capterra.co.uk/software/179251/paypal) — 4.6/5 (26396 reviews)
3. [VeriFast](https://www.capterra.co.uk/software/1023238/rentify) — 4.7/5 (12 reviews)
4. [Nectarine Credit](https://www.capterra.co.uk/software/1023952/nectarine-credit) — 5.0/5 (7 reviews)
5. [Feedzai](https://www.capterra.co.uk/software/156229/feedzai-ds) — 4.7/5 (11 reviews)

## Reviews

### "Love MGP" — 5.0/5

> **Verified Reviewer** | *20 September 2022* | Financial Services | Recommendation rating: 9.0/10
> 
> **Pros**: Such a great tool for financial planning\! Thorough data and easy for clients to see exactly what's happening in their plan.
> 
> **Cons**: Nothing that I can think of\! We love MGP\!

-----

### "Best Goal Planning Software" — 5.0/5

> **Kenneth** | *16 August 2022* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: MoneyGuidePro is very user friendly once you become familiar with it. It is easy to navigate between investment assets to spending goals to the Monte Carlo results. Very clean and pleasant looking format
> 
> **Cons**: MoneyGuidePro is not a tax planning software, so having to explain annual  taxes and the limits of Roth Conversions can be tricky with clients
> 
> Overall this is the best goal based planning software on the market

## Links

- [View on Capterra](https://www.capterra.co.uk/software/210422/moneyguidepro)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/210422/MoneyGuidePro/> |
| en-AE | <https://www.capterra.ae/software/210422/moneyguidepro> |
| en-AU | <https://www.capterra.com.au/software/210422/moneyguidepro> |
| en-CA | <https://www.capterra.ca/software/210422/moneyguidepro> |
| en-GB | <https://www.capterra.co.uk/software/210422/moneyguidepro> |
| en-IE | <https://www.capterra.ie/software/210422/moneyguidepro> |
| en-IL | <https://www.capterra.co.il/software/210422/moneyguidepro> |
| en-IN | <https://www.capterra.in/software/210422/moneyguidepro> |
| en-NZ | <https://www.capterra.co.nz/software/210422/moneyguidepro> |
| en-SG | <https://www.capterra.com.sg/software/210422/moneyguidepro> |
| en-ZA | <https://www.capterra.co.za/software/210422/moneyguidepro> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra UK","address":{"@type":"PostalAddress","addressLocality":"Egham","addressRegion":"ENG","postalCode":"TW20 9AH","streetAddress":"Tamesis, The Glanty, Staines-upon-Thames Egham TW20 9AH United Kingdom"},"description":"Capterra UK helps millions of people find the best business software. With software reviews, ratings, infographics, and the most comprehensive list of business software.","email":"info@capterra.co.uk","url":"https://www.capterra.co.uk/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.co.uk/#organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/Capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra/","https://www.youtube.com/channel/UCEt7vQSPiPlPAblHdhJAqnA"]},{"name":"Envestnet | MoneyGuide","description":"Financial planning tool that helps businesses create goal-based plans using what-if scenarios, capital market assumptions, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/43c52a87-b92a-473d-aedf-2fa0166cbb87.jpeg","url":"https://www.capterra.co.uk/software/210422/moneyguidepro","@type":"SoftwareApplication","@id":"https://www.capterra.co.uk/software/210422/moneyguidepro#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.co.uk/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":5.0,"bestRating":5,"ratingCount":2},"offers":{"price":"50","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@type":"FAQPage","@id":"https://www.capterra.co.uk/software/210422/moneyguidepro#faqs","mainEntity":[{"name":"What is Envestnet | MoneyGuide?","@type":"Question","acceptedAnswer":{"text":"Financial planning tool that helps businesses create goal-based plans using what-if scenarios, capital market assumptions, and more.","@type":"Answer"}},{"name":"Who Uses Envestnet | MoneyGuide?","@type":"Question","acceptedAnswer":{"text":"Financial risk management solution that enables financial advisors customize portfolios, generate net worth statements, analyze life insurances, and more.","@type":"Answer"}}]},{"@type":"BreadcrumbList","@id":"https://www.capterra.co.uk/software/210422/moneyguidepro#breadcrumblist","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Financial Risk Management Software","position":2,"item":"/directory/20009/financial-risk-management/software","@type":"ListItem"},{"name":"Envestnet | MoneyGuide","position":3,"item":"/software/210422/moneyguidepro","@type":"ListItem"}]}]}
</script>