Envestnet Platform vs. Portseido

Envestnet Platform

Envestnet Platform

4 Reviews and Ratings

Portseido

0 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Envestnet Platform	Score 7.1 out of 10	N/A	Envestnet headquartered in Chicago offers their investment portfolio management plaform and suite of applications.	N/A
Portseido	Score 0.0 out of 10	N/A	With users among investors in over 160+ countries, Portseido is a portfolio tracker that helps track all investments in one place and manage dividends. It is a portfolio and dividend tracker that provides analytics and visualizations of the portfolio, with historical performance, trade analytics, and allocations, and it is accessible from a mobile device. Users can track all investments, see past and future dividends, monitor asset allocations, measure and benchmark portfolio…	$0 per month per user

Pricing

Envestnet Platform

Portseido

Editions & Modules

No answers on this topic

Free: $0
per month per user
Plus Monthly: $10
per month per user
Pro Monthly: $15
per month per user
Plus Annual: $96
per year per user
Pro Annual: $144
per year per user

Offerings

Pricing Offerings
Envestnet Platform	Portseido
Free Trial
No	Yes
Free/Freemium Version
No	Yes
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

No setup fee

Additional Details

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More Pricing Information

Community Pulse
	Envestnet Platform	Portseido
Top Cons	Minus Online interface Minus Slow load	No answers on this topic

User Ratings
	Envestnet Platform	Portseido
Likelihood to Recommend	8.0 (1 ratings)	- (0 ratings)

User Testimonials
	Envestnet Platform	Portseido
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 Verified User Anonymous Read full review	Portseido No answers on this topic
Pros	Envestnet Fund analytics. Portfolio construction. Sales and trading. Incentivized Verified User Anonymous Read full review	Portseido No answers on this topic
Cons	Envestnet Online interface. Slow load up times. Clunky process of searching for funds. Incentivized Verified User Anonymous Read full review	Portseido 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 Verified User Anonymous Read full review	Portseido No answers on this topic
Return on Investment	Envestnet Increased revenue. Increased client service metrics. Better fund analysis approach. Incentivized Verified User Anonymous Read full review	Portseido No answers on this topic
ScreenShots		Portseido Screenshots