AngelList Venture vs. Envestnet Platform

For well-funded startups, Angel List Ventures would be extremely helpful for competitive research and market research and likely finding hiring prospects. For agencies and salespeople, Angel List Ventures is a great tool for lead prospecting to find the fastest-growing companies across industries. Cost may be prohibitive depending on your revenue.

Incentivized

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.

Incentivized

• Lead Prospecting
• Competitor Research
• Market Trends

Incentivized

• Fund analytics.
• Portfolio construction.
• Sales and trading.

Incentivized

• Cost is high
• Interface is not inspiring
• Better contact information

Incentivized

• Online interface.
• Slow load up times.
• Clunky process of searching for funds.

Incentivized

Did not compare to other tools.

Incentivized

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

Incentivized

• Build prospect lists
• Monitor industry data
• Follow client competitiors

Incentivized

• Increased revenue.
• Increased client service metrics.
• Better fund analysis approach.

Incentivized