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Amsflow vs. Envestnet Platform

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Amsflow
Score 0.0 out of 10
N/A
Amsflow is a financial intelligence platform that blends AI real-time global financial data, and collaborative tools to help financial teams analyze, monitor, and make decisions in dynamic capital markets. It brings together data visualization, market alerts, charting, reporting, intelligent AI analysis, and collaboration. For retail investor or professional analyst, Amsflow helps users to make faster investment decisions.
$28
per month per user
Envestnet Platform
Score 7.8 out of 10
N/A
Envestnet headquartered in Chicago offers their investment portfolio management plaform and suite of applications.N/A
Pricing
AmsflowEnvestnet Platform
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
AmsflowEnvestnet Platform
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
AmsflowEnvestnet Platform
User Ratings
AmsflowEnvestnet Platform
Likelihood to Recommend
-
(0 ratings)
8.0
(1 ratings)
User Testimonials
AmsflowEnvestnet Platform
Likelihood to Recommend
Amsflow
No answers on this topic
Envestnet
It is very well suited for reviewing client proposals, model portfolios and analyzing underlying holdings within various funds and portfolios. Envestnet also creates very clean client reports that are easy to read and understand. We also like Envestnet's proposal tool and have used the various proposal functions and reports when pitching new business.
Verified User
Anonymous
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Pros
Amsflow
No answers on this topic
Envestnet
  • Fund analytics.
  • Portfolio construction.
  • Sales and trading.
Verified User
Anonymous
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Cons
Amsflow
No answers on this topic
Envestnet
  • Online interface.
  • Slow load up times.
  • Clunky process of searching for funds.
Verified User
Anonymous
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Alternatives Considered
Amsflow
No answers on this topic
Envestnet
Envestnet’s platform is very clean and user friendly. They have continued to provide software and platform updates and are open to client feedback and critiques. The portfolio analysis tool is a lot cleaner and more professional compared to other tools like Morningstar Direct and assetmark. Their fund universe is very extensive and with the additions of CITs we’ve been able to leverage the tool more effectively
Verified User
Anonymous
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Return on Investment
Amsflow
No answers on this topic
Envestnet
  • Increased revenue.
  • Increased client service metrics.
  • Better fund analysis approach.
Verified User
Anonymous
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ScreenShots

Amsflow Screenshots

Screenshot of Amsflow’s intelligent tools, Lisa and X-Ray, which analyze real-time fundamental and technical data to deliver insights instantlyScreenshot of Amsflow Team Discussions, which enables seamless collaboration for portfolio management. Teams can engage in contextual discussions around shared watchlists, track investments, and maintain unified communication with rich-text support and AES-256 encryption.Screenshot of an example of contextual discussions around shared team watchlists and stocks.Screenshot of how to unlock financial insights with Amsflow's sleek widgets and reports. Where to transform complex data into actionable intelligence with visualizations.Screenshot of Amsflow Series, which offers advanced correlation and comparative analysis across global markets and asset classes. Viewers can compare assets, track correlations, and visualize data with customizable charts and team collaboration.Screenshot of Amsflow Glance, which offers a unified view for monitoring watchlists and tracking global indices across the US, Europe, Asia, and the Middle East, along with key commodities and cryptocurrencies. This is used to stay informed and identify market correlations faster.