Envestnet headquartered in Chicago offers their investment portfolio management plaform and suite of applications.
N/A
TrackMaven
Score8.5 out of 10
Mid-Size Companies (51-1,000 employees)
According to the vendor, marketers report on their results for two reasons: to prove their value, and to improve their results. Additionally, the vendor says TrackMaven is the only marketing analytics platform that gives marketers the ability to do both across all of their digital channels. TrackMaven’s marketing analytics platform integrates with all the tools marketers are already using to measure their performance — including social networks, web analytics providers, and all major…
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.
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
If your brand is looking for understanding competitors and normalizing data across disparate follower counts/footprint size, Trackmaven is great. Users need to understand the power of Boolean logic. TrackMaven needs dedicated users and time spent in building reports in order to understand how to use it.
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
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
Competitive Intelligence - see precisely what your competitors are posting and sort by time and/or impact
Funnel Analysis (Beta as of April 2017) - track your organic and paid social efforts to see which content creates leads
Comprehensive Overview of Social Channels - track growth and engagement of all social channels in one screenshot, and in comparison to your closest competitors
Personalized Analytics - each user can set up their own reports and dashboards and/or they can be shared across the organization, chart your own KPIs with a click of a button
Top Notch UX & Support - drag and drop features for report building and dashboard creation, responsive support team
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
For the foreseeable future. TrackMaven is focused on measuring social sharing. We wish it also captured information about pageviews and monthly unique visitors -- the kind of data that lives inside Google Analytics -- or integrated it through an API. It would be exceptionally helpful not just to have all those metrics in one place, but also to easily measure correlations between them.
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
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 inherited TrackMaven, as it was already being used when I started working here, but I really like it! It's much easier to use and has an incredibly fast learning curve so I feel like I'm using all of the features of the tool right away. The customer support team is very helpful and works hard to make sure that you are really using the product to its full capabilities, rather than just scratching the surface
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
Paid Search & Social - TrackMaven has given us the ability to develop smarter social advertising and reach our audience with the right messages
Account Analytics - the account overview we receive in TrackMaven of our own social media accounts is duplicative of what we already get through other software
Funnel Analysis - If we can better see which efforts are paying off with leads, at a granular level, we can use our social spend budget more wisely
