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Envestnet Platform

Envestnet Platform

Overview

What is Envestnet Platform?

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

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Recent Reviews
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Pricing

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What is Envestnet Platform?

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

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Envestnet Platform?

Envestnet Platform Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(3)

Reviews

(1-1 of 1)
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Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
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.
  • Increased revenue.
  • Increased client service metrics.
  • Better fund analysis approach.
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.
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