Equisoft/analyze vs. MoneyGuide Comparison


Equisoft/analyze Equisoft	MoneyGuide Envestnet	+	+
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About Equisoft/analyze for advisors is a comprehensive asset allocation and wealth analysis tool. Our proprietary 4-step process aligns recommendations with investors’ risk profiles. Address suitability & know-your-product guidelines with over 20 different institutional-grade analytic metrics. Analytics is based on information from reliable third-party data providers (and even your own custom data feed) and can include mutual funds, ETFs, SMAs, stocks, segregated funds, and variable annuities. Analysis variables include timeframe, account inflows/outflows, distributions reinvestment, rebalancing thresholds, and account tax status. Build retirement plans with cash flows, asset accumulation/de-cumulation, success probability views, and more. Integrate life, critical illness, and disability insurance assessment with guided workflows.	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.
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	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
Audience Organizations in need of an all-in-one platform that increases financial advisor productivity	Audience Companies and advisors wanting a solution to manage and customize their planning services
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported	Pricing No information available. Free Version Not Supported Free Trial Supported
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	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

Training Documentation Not Supported Webinars Not Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Equisoft Founded: 1994 Canada www.equisoft.com/products/asset-allocation-analyze-for-advisors	Company Information Envestnet Founded: 1999 United States www.moneyguidepro.com/ifa/Home/MoneyGuidePro
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Categories Wealth Management Supported	Categories Investment Management Supported Wealth Management Supported

Integrations AdvisoryWorld Not Supported Altruist Not Supported Axos Invest Not Supported Black Diamond Wealth Platform Not Supported ByAllAccounts Not Supported Envestnet \| Tamarac Not Supported FIS Hedge Fund Portfolio Manager Not Supported MAUI Not Supported Morningstar Not Supported NetX360 Not Supported Orion Not Supported Practifi Not Supported PreciseFP Not Supported Pulse Not Supported Redtail CRM Not Supported Riskalyze Not Supported TD Ameritrade Not Supported Yodlee Not Supported eMoney Not Supported Show More Integrations	Integrations AdvisoryWorld Supported Altruist Supported Axos Invest Supported Black Diamond Wealth Platform Supported ByAllAccounts Supported Envestnet \| Tamarac Supported FIS Hedge Fund Portfolio Manager Supported MAUI Supported Morningstar Supported NetX360 Supported Orion Supported Practifi Supported PreciseFP Supported Pulse Supported Redtail CRM Supported Riskalyze Supported TD Ameritrade Supported Yodlee Supported eMoney Supported Show More Integrations View All 32 Integrations
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