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Envestnet Platform vs. GeoWealth

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Envestnet Platform
Score 7.7 out of 10
N/A
Envestnet headquartered in Chicago offers their investment portfolio management plaform and suite of applications.N/A
GeoWealth
Score 0.0 out of 10
N/A
GeoWealth is a provider of wealth management technology, offering a customizable open-architecture platform and a proven spectrum of investment strategies address all the essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. Headquartered in Chicago, GeoWealth was built by professionals with knowledge of all stages of the wealth management lifecycle.N/A
Pricing
Envestnet PlatformGeoWealth
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Envestnet PlatformGeoWealth
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
Envestnet PlatformGeoWealth
User Ratings
Envestnet PlatformGeoWealth
Likelihood to Recommend
8.0
(1 ratings)
-
(0 ratings)
User Testimonials
Envestnet PlatformGeoWealth
Likelihood to Recommend
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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GeoWealth
No answers on this topic
Pros
Envestnet
  • Fund analytics.
  • Portfolio construction.
  • Sales and trading.
Verified User
Anonymous
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GeoWealth
No answers on this topic
Cons
Envestnet
  • Online interface.
  • Slow load up times.
  • Clunky process of searching for funds.
Verified User
Anonymous
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GeoWealth
No answers on this topic
Alternatives Considered
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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GeoWealth
No answers on this topic
Return on Investment
Envestnet
  • Increased revenue.
  • Increased client service metrics.
  • Better fund analysis approach.
Verified User
Anonymous
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GeoWealth
No answers on this topic
ScreenShots