Delio vs. Envestnet Platform

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

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

Incentivized

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

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

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

Incentivized