Envestnet Platform vs. FactSet Workstation

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

Often has data where other sources would not have Well suited for large sets of data and analyses on public company data with a lot of public companies, getting the formulas to pull data is very helpful and saves a lot of time. Less appropriate for pulling investor data and co-investment data that PitchBook seems more suited

Incentivized

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

Incentivized

• curating outside in intelligence
• enabling account plans target addressable market estimation
• competitors tracking
• value proposition pitching
• RFP deal support

Incentivized

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

Incentivized

• Often unclear where estimates come from
• Excel popup for formulas is often difficult to use and glitchy
• Providing source of data

Incentivized

The technical support motivates us to continue using FactSet, we will not stop using the advantages that this software offers us.

Incentivized

FactSet is great because it has a plethora of data, so much so that it is often hard to even find a company that I am looking for. However, sometimes this can make it more difficult than normal because you need to sift through tons of data. The webpage often glitches out.

Incentivized

I think the data delivery could be improved, but it's a good data set.

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

PitchBook is better for private company data and getting contacts. It is also more useful for capital raises and data AlphaSense is great for more targeted searches which FactSet is very bad at. FactSet often makes it hard to do searches and then once you get to a specific company you need to continue searching through all of the tabs

Incentivized

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

Incentivized

• improved time to complete an analysis
• Often data is incorrect or no source provided
• Only source we've found to support a rights plan and takeover defense analysis

Incentivized