Advisor360° vs. MoneyGuide Comparison


Advisor360°	MoneyGuide Envestnet
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Advisor360°	MoneyGuide
		Related Products Nexo Nexo is a premier digital assets wealth platform designed to empower clients to grow, manage, and preserve their crypto holdings. Our mission is to lead the next generation of wealth creation by focusing on customer success and delivering tailored solutions that build enduring value, supported by 24/7 client care. Since 2018, Nexo has provided unmatched opportunities to forward-thinking clients in over 200 jurisdictions. With over $7 billion in AUM and $320 billion processed, we bring lasting value to millions worldwide. Our all-in-one platform combines advanced technology with a client-first approach, offering high-yield flexible and fixed-term savings, crypto-backed loans, sophisticated trading tools, and liquidity solutions, including the first crypto debit/credit card. Built on deep industry expertise, a sustainable business model, robust infrastructure, stringent security, and global licensing, Nexo champions innovation and long-lasting prosperity. 4.4 out of 5 stars 18,841 Ratings Visit Website for Nexo CrankWheel Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works! 4.9 out of 5 stars 240 Ratings Visit Website for CrankWheel Monarch Money Monarch Money is a personal finance management platform that helps individuals and households track spending, manage budgets, monitor investments, and plan financial goals. The software connects bank accounts, credit cards, loans, investment accounts, and other financial assets into a centralized dashboard. Its transaction management tools automatically categorize expenses, track cash flow, and provide detailed spending reports. Monarch Money supports flexible budgeting, recurring bill monitoring, subscription tracking, and financial goal planning. Users can also collaborate with partners, household members, or financial advisors to manage shared finances and coordinate financial decisions. The platform is available through web browsers and mobile applications for iOS and Android, with connectivity to more than 13,000 financial institutions. 4.9 out of 5 stars 139,855 Ratings Visit Website for Monarch Money Nexcess Digital Cloud Nexcess Digital Cloud serves businesses, agencies, and organizations that run their operations on the web. They need a platform that actively helps them grow, not just stay online. Our customers need an intelligent, managed environment that handles the complexity of modern digital operations, so their teams can focus on the work that actually matters to the business. What makes Nexcess Digital Cloud different is the combination of managed security, AI-powered site intelligence, and purpose-built software products, all on one platform. We deploy automated security patches before vulnerabilities are publicly exploited. We surface AI-powered insights that help customers understand their audiences, reduce churn, and act faster. And because we own both the infrastructure and the software layer, spanning ecommerce, learning, events, and fundraising, we can deliver a unified customer record across every product. No stack of disconnected SaaS tools can replicate that. 4.5 out of 5 stars 205 Ratings Visit Website for Nexcess Digital Cloud NinjaOne NinjaOne unifies IT to simplify work for 35,000+ customers in 140+ countries. The NinjaOne Unified IT Operations Platform delivers endpoint management, autonomous patching, backup, and remote access in a single console to improve efficiency, increase resilience, and reduce spend. By automating IT and managing all endpoints, organizations give employees a great technology experience to work faster, smarter, and easier while IT teams modernize and improve efficiency. NinjaOne is a Leader in the Gartner Magic Quadrant for Endpoint Management Tools. The company is obsessed with customer success and has retained a 98% customer satisfaction score for more than 5 years. 4.7 out of 5 stars 6,907 Ratings Visit Website for NinjaOne Healthee Meet Healthee—your intelligent healthcare navigation platform. Healthee delivers instant, personalized answers to employees’ healthcare and benefits questions in one intuitive, mobile-first experience. Powered by Zoe, our AI Personal Health Assistant, employees get clear insights into coverage, costs, and care options - helping them make smarter decisions and reduce unnecessary spend. Healthee streamlines open enrollment with plan comparison tools, improves plan selection, and provides claims analytics for HR and CFOs to identify cost drivers, optimize benefits strategy, and control healthcare costs-without changing existing plans. The result: confident employees, healthier organizations, and a more cost-effective benefits strategy - right at your fingertips. As a total benefits administration solution, Healthee connects 50+ point solutions into one unified hub—giving benefits managers real-time visibility, streamlined vendor management, and measurable ROI. 4.6 out of 5 stars 13 Ratings Visit Website for Healthee net2phone net2phone is an AI-powered business communication platform for companies serious about customer experience. Trusted by 500,000+ users and backed by 30+ years of experience, net2phone eliminates the friction of scattered channels and disconnected tools, so every conversation drives retention and growth. Unite unifies voice, messaging, video, and chat in one place, with call recording, sentiment analysis, and AI-generated follow-ups. AI Agent automates customer inquiries and workflows across phone and chat in 30+ languages, handing off to humans when needed. Coach AI reviews 100% of interactions to guide agent performance. uContact gives high-volume teams omnichannel routing and real-time dashboards. Every solution integrates with the tools you already use and runs on enterprise-grade security. Beyond software, net2phone provides expert guidance at every step, from setup to integration to ongoing optimization, so your technology delivers measurable results. 4.4 out of 5 stars 197 Ratings Visit Website for net2phone SurePayroll SurePayroll has been a leading provider of online payroll services to small businesses nationwide for over 20 years. As the first SaaS payroll company, SurePayroll has grown to become a household name in easy to use payroll, workers' compensation, 401(k) plans, and health insurance services, all backed by an award-winning, U.S.-based customer care team. Most recently, SurePayroll added HR services to its portfolio of solutions. By offering the additional flexibility of private-label and co-branded solutions, SurePayroll serves as a trusted partner to a diverse range of businesses and trusted advisors, including financial institutions and accountants. 4.3 out of 5 stars 853 Ratings Visit Website for SurePayroll Jesta Vision Suite In business for more than 55 years, Jesta I.S. is a global developer and provider of enterprise software solutions for retailers, e-tailers, wholesalers, and brand manufacturers specializing in apparel, footwear and hard goods. Jesta’s retail and supply chain suites are anchored by our master data foundation, which collects, manages and organizes your business data in a central repository to instantly unify your business and kickstart its digital transformation. The Vision Suite is a leading, organically engineered, cloud-based, end-to-end solution that unifies and optimizes back/front-end and supply chain operations from trade/product/demand management to merchandising ERP, Point of Sale and Order Management /Omnichannel. It eliminates the inefficiencies of disjointed applications, and provides real-time visibility of enterprise inventory, cross-channel orders, and AI-driven CRM data. It accommodates various brands, currencies, and languages. 4.5 out of 5 stars 42 Ratings Visit Website for Jesta Vision Suite Propel Propel is a cloud-native platform that unifies PLM, QMS, and PIM in one connected system, giving manufacturers complete visibility and control across the entire product lifecycle. It provides a single source of truth for product data, streamlines change management, strengthens quality and compliance, and accelerates time-to-market by eliminating silos. With real-world AI use cases and enterprise-grade security, Propel helps organizations reduce errors and improve cross-functional alignment. Agentic AI accelerates change reviews, surfaces BOM and quality risks, enriches product information, and guides decisions—while role-based permissions and audit trails protect IP. From design through manufacturing and commercialization, Propel empowers companies to deliver innovative, high-quality products faster with greater confidence. Each module deploys independently with no required dependencies. 4.3 out of 5 stars 215 Ratings Visit Website for Propel
Advisor360°: About Improve automation and advisor efficiency with our unified digital wealth management platform. Deliver a more connected digital wealth management experience. Choose your main challenge and we’ll guide you to the right solution. Provide a complete and unified digital wealth management experience for your advisors. We provide complete and unified software to manage the digital wealth experience. Manage the wealth needs of all advisors and clients across all lines of business, from investments to banking to insurance, on a comprehensive platform that integrates with your existing technology footprint. Decisions and results cannot come from data that is inconsistent and disconnected. We leverage a proprietary approach to simplify and unify your data. Our intuitive applications speed up your time to market and empower smarter, faster decisions. We combine our deep wealth management and enterprise software expertise to deliver innovative solutions configured for your business.	MoneyGuide: About Envestnet MoneyGuide is dedicated to making goal-based financial planning efficient and approachable. We provide easy-to-use financial planning tools that help advisors of all sizes customize their planning services to meet the unique needs of their clients. Designed for advisors with the client in mind, MoneyGuidePro® provides sophisticated solutions and smart assumptions to help advisors navigate the complex financial elements of their client's lives. MoneyGuideElite℠ is an interactive planning solution that enables advisors to visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities. We offer several types of questionnaires, brochures, videos, and more to help you communicate effectively with your clients and gather the necessary information to create a plan. Customize print documents with your contact information and logo through our marketing store front.
Advisor360°: Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	MoneyGuide: Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Advisor360°: Audience Companies that need a solution to improve their digital wealth management experience	MoneyGuide: Audience Companies and advisors wanting a solution to manage and customize their planning services
Advisor360°: Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported	MoneyGuide: Support Phone Support Supported 24/7 Live Support Supported Online Supported
Advisor360°: API Offers API Not Supported	MoneyGuide: API Offers API Not Supported
Advisor360°: Screenshots and Videos View more images or videos	MoneyGuide: Screenshots and Videos View more images or videos
Advisor360°: Pricing No information available. Free Version Not Supported Free Trial Not Supported	MoneyGuide: Pricing No information available. Free Version Not Supported Free Trial Supported
Advisor360°: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	MoneyGuide: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Advisor360°: Training Documentation Supported Webinars Supported Live Online Not Supported In Person Supported	MoneyGuide: Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Advisor360°: Company Information Advisor360° United States www.advisor360.com	MoneyGuide: Company Information Envestnet Founded: 1999 United States www.moneyguidepro.com/ifa/Home/MoneyGuidePro
Advisor360°: Alternatives Envestnet Wealth Management Platform Envestnet	MoneyGuide: Alternatives Moneytree Moneytree Software
Advisor360°: BITA Risk corfinancial	MoneyGuide: SIMON SIMON Markets
Advisor360°: Keenai Keenai Global	MoneyGuide: eMoney eMoney Advisor
Advisor360°: PriceMetrix McKinsey & Company	MoneyGuide: WebPrez
Advisor360°: Agentforce 360 for Financial Services Salesforce View All	MoneyGuide: Savvy View All
Advisor360°: Categories Wealth Management Supported	MoneyGuide: Categories Investment Management Supported Wealth Management Supported

Advisor360°: Integrations Addepar Not Supported Asset-Map Not Supported Axos Invest Not Supported Black Diamond Wealth Platform Not Supported Blueleaf Not Supported Envestnet Wealth Management Platform Not Supported Envestnet \| Tamarac Not Supported FinFolio Not Supported Morningstar Not Supported NetX360 Not Supported Practifi Not Supported PreciseFP Not Supported ProTracker Advantage Not Supported Redtail CRM Not Supported SmartOffice Not Supported TD Ameritrade Not Supported Wealthbox Not Supported Yodlee Not Supported Show More Integrations	MoneyGuide: Integrations Addepar Supported Asset-Map Supported Axos Invest Supported Black Diamond Wealth Platform Supported Blueleaf Supported Envestnet Wealth Management Platform Supported Envestnet \| Tamarac Supported FinFolio Supported Morningstar Supported NetX360 Supported Practifi Supported PreciseFP Supported ProTracker Advantage Supported Redtail CRM Supported SmartOffice Supported TD Ameritrade Supported Wealthbox Supported Yodlee Supported Show More Integrations View All 32 Integrations
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