Envestnet Platform vs. Regolith

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

When you need to top up or withdraw balance - support always helping fast and all deals are simply to get in , also autofund working well and provide good returns, also there are a lot of different options

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

Incentivized

• Technical support
• Investment products
• Legal support
• Техническое обеспечение
• Инвестиционные продукты
• Юридическая поддержка

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

Incentivized

• Sometimes errors and bugs while using products

Professional approach. A beginner may feel confused at first Профессиональный подход. Начинающий может в начале растеряться

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

Not only crypto products and and more trusted then tokens

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

Incentivized

• Helped me to achieve my goals
• Помог реализовать мои задачи