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Envestnet MoneyGuide vs. Portseido

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Envestnet MoneyGuide

    Score6.7 out of 10
    N/ADesigned for advisors with the client in mind, MoneyGuidePro® provides solutions and smart assumptions to help advisors navigate the complex financial elements of their clients' lives. The product is now supported by Envestnet (acquired in late 2019).N/A

    Portseido

    N/AN/AWith users among investors in over 160+ countries, Portseido is a portfolio tracker that helps track all investments in one place and manage dividends. It is a portfolio and dividend tracker that provides analytics and visualizations of the portfolio, with historical performance, trade analytics, and allocations, and it is accessible from a mobile device. Users can track all investments, see past and future dividends, monitor asset allocations, measure and benchmark portfolio…

    $0

    per month per user

    Pricing
    Envestnet MoneyGuidePortseido
    Editions & Modules
    No answers on this topic
    Free
    $0
    per month per user
    Plus Monthly
    $10
    per month per user
    Pro Monthly
    $15
    per month per user
    Plus Annual
    $96
    per year per user
    Pro Annual
    $144
    per year per user
    Offerings
    Pricing Offerings
    Envestnet MoneyGuidePortseido
    Free Trial
    NoYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information