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Envestnet Platform vs. Kurtosys

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Envestnet Platform

    Score7.9 out of 10
    N/AEnvestnet headquartered in Chicago offers their investment portfolio management plaform and suite of applications.N/A

    Kurtosys

    N/AN/AKurtosys offers an investment data and insight delivery software solution, providing a comprehensive report automation platform designed for investment managers. The platform is designed to automate the most complex documents while producing thousands of data driven documents from a single template in seconds. Features include producing comprehensive factsheets, creating custom and dynamic sales presentations and pitchbooks as well as providing client reports and…N/A
    Pricing
    Envestnet PlatformKurtosys
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Envestnet PlatformKurtosys
    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
    User Ratings
    Envestnet PlatformKurtosys
    Likelihood to Recommend
    8.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    Envestnet PlatformKurtosys
    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.
    Incentivized
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    Kurtosys
    No answers on this topic
    Pros
    Envestnet
    • Fund analytics.
    • Portfolio construction.
    • Sales and trading.
    Incentivized
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    Kurtosys
    No answers on this topic
    Cons
    Envestnet
    • Online interface.
    • Slow load up times.
    • Clunky process of searching for funds.
    Incentivized
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    Kurtosys
    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
    Incentivized
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    Kurtosys
    No answers on this topic
    Return on Investment
    Envestnet
    • Increased revenue.
    • Increased client service metrics.
    • Better fund analysis approach.
    Incentivized
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    Kurtosys
    No answers on this topic
    ScreenShots