Name: Envestnet Platform
Rating: 7.5 (5 reviews)
Author: Envestnet

Customer Engagement

Help Desk

Web and Video Conferencing

Customer Support

Continuous Integration

Development

Online Proctoring Software

Education

Association Management

Business Intelligence (BI)

Collaboration

Contract Analysis

Data Analytics  and BI Services

Document Generation

File Sync

Enterprise

Accounting

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Management

Payroll

Recruitment Agency

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Design

Asset Tokenization

Cloud Storage

Container Management

DevOps

Disk Based Backup

Fraud Detection

Hadoop-Related

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Managed Private Cloud

Network Access Control (NAC)

Network Performance Monitoring

Relational Database Management Systems

Requirements Management

SSL Certificate

Tower Servers

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Customer Loyalty Program

Digital Experience Platforms (DXP)

Email Marketing

Location Intelligence

Marketing Automation

Personalization Engines

Product Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Email Signature

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Sales

Cloud Access Security Brokers

Data Loss Prevention

User and Entity Behavior Analytics (UEBA)

Security

Automotive

Catering

Church Management

Estate Planning

Hotel Management

Insurance Claims Management

Law Practice Management

Multiple Listing Service (MLS)

Vertical-Specific

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Envestnet headquartered in Chicago offers their investment portfolio management plaform and suite of applications.

Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.

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Envestnet Platform

Investment Portfolio Management

Likelihood to Recommend

Morningstar Direct

Envestnet Platform 2021-03-23 16:34:14

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Online interface

Slow load

Home

Investment Portfolio Management Software

We use Envestnet’s platform across our entire organization, both on the asset management side and on the client service and business development side. Envestnet's platform gives us a very clear and concise picture of our client portfolios and does an excellent job providing analysis and feedback on our clients investments and portfolios.

Fund analytics.
Portfolio construction.
Sales and trading.

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

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

Morningstar Direct, Morningstar Advisor Workstation, MoneyGuidePro

Envestnet Platform

Overview

What is Envestnet Platform?