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Envestnet MoneyGuide vs. Synertree Optimizer

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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

    Synertree Optimizer

    N/AN/AN/A

    $220

    per month

    Pricing
    Envestnet MoneyGuideSynertree Optimizer
    Editions & Modules
    No answers on this topic
    Basic
    $220
    per month
    Offerings
    Pricing Offerings
    Envestnet MoneyGuideSynertree Optimizer
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details
    More Pricing Information