9 Reviews and Ratings
3 Reviews and Ratings
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Financial planning provides clients with benchmarks for achieving their financial goals regardless of whether their needs are simple or complex. The client portal allows clients to access their data through an efficient and transparent process, which helps strengthen the relationship between client and firm. The account aggregation software gives clients a complete picture of all transactions and details.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
Account AggregationInvestment GoalsSocial Security AnalyzerIncentivized
Fund analytics.Portfolio construction.Sales and trading.Incentivized
More concise reportsBetter account aggregation softwareBetter communication with staff on updatesIncentivized
Online interface.Slow load up times.Clunky process of searching for funds.Incentivized
Better dashboard for Advisors to uncover insights and new investment possibilities and monitor investment allocation strategies that take actions to improve clients' retirement success. The system allows the firm to be more intuitive with integrations, providing the firm the ability to work more efficiently with less downtime compared to the other systems we evaluated 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
Client referralsClients willing to invest new moneyStronger bond between client and firmIncentivized
Increased revenue.Increased client service metrics.Better fund analysis approach.Incentivized