Advisor360 vs. Envestnet Platform
Advisor360 vs. Envestnet Platform
Product | Rating | Most Used By | Product Summary | Starting Price |
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Advisor360 | N/A | Advisor360 is a SaaS WealthTech platform that is designed to help financial advisors to increase productivity and revenue, streamline operations, and reduce costs and regulatory risk. It features a CRM and an advisor portal with tools and consolidated reporting to manage household wealth, including portfolio management, financial planning, performance reporting, and practice-level analytics. | N/A | |
Envestnet Platform | N/A | Envestnet headquartered in Chicago offers their investment portfolio management plaform and suite of applications. | N/A |
Advisor360 | Envestnet Platform | |||||||||||||||
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Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
Offerings |
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Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
Advisor360 | Envestnet Platform | |
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Top Cons | No answers on this topic |
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Advisor360 | Envestnet Platform | |
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Likelihood to Recommend | - (0 ratings) | 8.0 (1 ratings) |
Advisor360 | Envestnet Platform | |
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Likelihood to Recommend | Advisor360.com No answers on this topic | Envestnet |
Pros | Advisor360.com No answers on this topic | Envestnet |
Cons | Advisor360.com No answers on this topic | Envestnet |
Alternatives Considered | Advisor360.com No answers on this topic | Envestnet |
Return on Investment | Advisor360.com No answers on this topic | Envestnet |
ScreenShots |