Envestnet Platform vs. SAP NetWeaver BPM

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.

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It is well suited when we need to integrate business processes with SAP ERP and SAP CRM - the solution can be integrated with business rules/procedures defined in SAP ERP/CRM and NetWeaver can be used to monitor the rules and flag off exceptions. When there are multiple workflows running, it tends to slow down running of these processes. Also, it entirely depends on SAP portal for it to run efficiently.

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

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• Virtual paper trail. Iterations of process and current documentation are all stored as "artifacts", leaving a great trail.
• Configuration of users. BPM somewhat magically determines which users will be impacted and automates rules.
• A pro (that is also a con) is the design interface. If you know what you are doing, it is incredibly powerful and malleable.

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

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• Live readings would be nice.
• Easier to maneuver
• Work with all systems with the press of one keystroke

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As a big fan of SAP in general, the BPM solution fits right in with all the other things SAP does well, and does it with incredible efficiency

We have our own tech support for systems, I would say they probably could use more training on it, I don't really think it's anything regarding the SAP system, but more the knowledge they have on the system itself. It seems to take longer for them to fix any issues we may come across.

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Independently Invited by TrustRadius

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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

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I found the initial setup of NetWeaver is much simpler than other products especially in an SAP environment where we have SAP ERP/HRM/CRM as it can be well integrated with other SAP products. The only drawback is the need/dependency on SAP Portal. It is better suited in an environment where SAP ERP is running.

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Independently Invited by TrustRadius

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

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Helped us harness integrated benefit from having SAP ERP/CRM by leveraging NetWeaver to define business processes/rules and monitor exceptions
• Did not have any negative experience except for the fact that at times when multiple rules run, it can be somewhat slow

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info