Envestnet Platform Review
Pros
- Fund analytics.
- Portfolio construction.
- Sales and trading.
Cons
- Online interface.
- Slow load up times.
- Clunky process of searching for funds.
Return on Investment
- Increased revenue.
- Increased client service metrics.
- Better fund analysis approach.
Alternatives Considered
Morningstar Direct
Other Software Used
Morningstar Direct, Morningstar Advisor Workstation, MoneyGuidePro