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Envestnet Platform vs. TransUnion TruValidate

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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

    TransUnion TruValidate

    Score7 out of 10
    N/ATruValidate fraud prevention and identity proofing products that secure trust across channels and deliver seamless experiences for consumers. In addition to all of TransUnion’s fraud products, TruValidate has expanded to include all fraud offerings from Neustar.N/A
    Pricing
    Envestnet PlatformTransUnion TruValidate
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Envestnet PlatformTransUnion TruValidate
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    User Ratings
    Envestnet PlatformTransUnion TruValidate
    Likelihood to Recommend
    8.0
    (1 ratings)
    9.0
    (1 ratings)
    User Testimonials
    Envestnet PlatformTransUnion TruValidate
    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.
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    TransUnion
    Neustar IP Intelligence is quick to deploy using their REST API, the data is automatically updated against one of the most robust datasets available on the market. It is well suited for developers trying to integrate with an out-of-the-box solution to lookup geolocation of website visitors in real time, and possibly build alerts or 2F-Authentication mechanisms based on suspicious activity.
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    Pros
    Envestnet
    • Fund analytics.
    • Portfolio construction.
    • Sales and trading.
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    TransUnion
    • Helps detect fraud if a user has signed in from California only, then attempts to login from another country are made.
    • Increase sales conversions by understanding geolocation of website visitors
    • If your datacenters are georedundant, allows engineers to see where majority of traffic is generated and load balance accordingly.
    Incentivized
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    Cons
    Envestnet
    • Online interface.
    • Slow load up times.
    • Clunky process of searching for funds.
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    TransUnion
    • It's a bare box solution. Not feature rich.
    Incentivized
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    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
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    TransUnion
    Google has an open source version of this, but its updates are based on the user community. Since Neustar's IP Intelligence is a paid solution, the updates are regular, the interface is streamlined with a REST API, and there is a help desk you can consult for onboarding and questions if there are issues.
    Incentivized
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    Return on Investment
    Envestnet
    • Increased revenue.
    • Increased client service metrics.
    • Better fund analysis approach.
    Incentivized
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    TransUnion
    • Ability to build fraud detection from suspicious activities.
    • Balance traffic across data centers.
    • Rapid deployment, regular updates.
    Incentivized
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