TrustRadius: an HG Insights company

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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

    Social Mention

    Score1 out of 10
    N/ASocial Mention is a free tool which is a kind of Google search for the social web. It provides basic search and alerts across a very broad variety of social channels.N/A
    Pricing
    Envestnet PlatformSocial Mention
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Envestnet PlatformSocial Mention
    Free Trial
    NoNo
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Best Alternatives
    Envestnet PlatformSocial Mention
    Small Businesses
    No answers on this topic
    Mention
    Score8 out of 10
    Medium-sized Companies
    No answers on this topic
    Mention
    Score8 out of 10
    Enterprises
    No answers on this topic
    Social Suite by Reputation.com
    Score9.4 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Envestnet PlatformSocial Mention
    Likelihood to Recommend
    8.0
    (1 ratings)
    1.0
    (9 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    8.0
    (5 ratings)
    Usability
    -
    (0 ratings)
    1.0
    (1 ratings)
    Implementation Rating
    -
    (0 ratings)
    7.0
    (1 ratings)
    User Testimonials
    Envestnet PlatformSocial Mention
    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
    Read full review
    Social Mention
    Social Mention is a great tool for monitoring social media. This Tool can also be used to search specifically taking the keywords in the blogs, comments, news etc. It offers a third party API for users. It can be used to send email to clients of their brand performance data. This tool can indicate if your mentions are angry, happy or neutral but the data can't be reliable.
    Incentivized
    Read full review
    Pros
    Envestnet
    • Fund analytics.
    • Portfolio construction.
    • Sales and trading.
    Incentivized
    Read full review
    Social Mention
    • Can predict future response from today's number.
    • Let's you judge which types of campaigns to run.
    • Has a very well managed dashboard of results.
    Incentivized
    Read full review
    Cons
    Envestnet
    • Online interface.
    • Slow load up times.
    • Clunky process of searching for funds.
    Incentivized
    Read full review
    Social Mention
    • Under the "Free" dashboard you are limited to only receiving weekly results.
    • Can't negate those tags which contain my tags.
    • Lots of tweets missing, no noise filtering. Sometimes we get very old contents which are not needed.
    Incentivized
    Read full review
    Likelihood to Renew
    Envestnet
    No answers on this topic
    Social Mention
    I love that Social Mention is so easy to use. It does not take a long time to learn how to navigate the site when you need information quickly. I don't use it as much in my new job, but I recommend it for basic monitoring and when you need social media information right away
    Read full review
    Usability
    Envestnet
    No answers on this topic
    Social Mention
    While it's easy to use and pay for it's totally useless.
    Read full review
    Implementation Rating
    Envestnet
    No answers on this topic
    Social Mention
    It doesn't work as well since we changed our name. We used to have a very unique twitter handle etc. so it was easier for social mention to find us. For folks who have unique names it's excellent if you don't it may not be that helpful.
    Read full review
    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
    Read full review
    Social Mention
    Social Mention streamed everything together, calculated my sentiment for me, allows me to filter what results I am personally looking for, extract my RSS feed and navigate to one of the channels of buzz.
    Read full review
    Return on Investment
    Envestnet
    • Increased revenue.
    • Increased client service metrics.
    • Better fund analysis approach.
    Incentivized
    Read full review
    Social Mention
    • The paid-version actually had a negative ROI for us as it would sometimes feed us topically inappropriate articles and didn't allow us to filter by source so as to eliminate inappropriate blogs and inappropriate news sources (like highly politically partisan ones).
    Read full review
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