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Envestnet Platform vs. Wealthbrain

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Envestnet Platform
Score 7.5 out of 10
N/A
Envestnet headquartered in Chicago offers their investment portfolio management plaform and suite of applications.N/A
Wealthbrain
Score 0.0 out of 10
N/A
Wealthbrain is a cloud-based Wealthtech company offering a Portfolio Management System that provides Consolidation, Analytics and Wealth Reporting of financial and lifestyle investments. It also provides a wealth tech ecosystem. Wealthbrain caters to the needs of the following segments of the wealth management sector. Wealth Management Companies Wealth Managers Independent Financial Advisors Family…N/A
Pricing
Envestnet PlatformWealthbrain
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Envestnet PlatformWealthbrain
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
Community Pulse
Envestnet PlatformWealthbrain
Top Cons

No answers on this topic

User Ratings
Envestnet PlatformWealthbrain
Likelihood to Recommend
8.0
(1 ratings)
-
(0 ratings)
User Testimonials
Envestnet PlatformWealthbrain
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.
Verified User
Anonymous
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Wealthbrain
No answers on this topic
Pros
Envestnet
  • Fund analytics.
  • Portfolio construction.
  • Sales and trading.
Verified User
Anonymous
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Wealthbrain
No answers on this topic
Cons
Envestnet
  • Online interface.
  • Slow load up times.
  • Clunky process of searching for funds.
Verified User
Anonymous
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Wealthbrain
No answers on this topic
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
Verified User
Anonymous
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Wealthbrain
No answers on this topic
Return on Investment
Envestnet
  • Increased revenue.
  • Increased client service metrics.
  • Better fund analysis approach.
Verified User
Anonymous
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Wealthbrain
No answers on this topic
ScreenShots