Name: Envestnet Platform
Rating: 7.5 (3 reviews)
Author: Envestnet

Call Center Workforce Optimization

Help Desk

Web and Video Conferencing

Customer Support

Mobile App Development

Development

Business Intelligence (BI)

Collaboration

Enterprise Search

Integrated Workplace Management (IWMS)

Statistical Analysis

Enterprise

Accounting

Accounts Payable

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Leadership Development

Payroll

Professional Employer Organizations (PEO)

Recruitment Automation

Succession Planning

Talent Intelligence

Talent Management

Video Interview

Workforce Analytics

Workforce Management

Human Resources

API Management

C/C++ Integrated Development Environments

Cloud Storage

Compliance Consulting

Configuration Management Databases

Database DevOps

Embedded Business Intelligence (BI)

Fraud Detection

IT Professional Services

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

IoT Device Management

Managed Public Cloud Infrastructure

Network Performance Monitoring

OpenStack Cloud

Relational Database Management Systems

SOA Governance

Tower Servers

Virtual Data Room

WiFi Hotspot

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Content Management

Email Marketing

Market Intelligence

Marketing Automation

Social Media Advertising

Social Media Management

Survey & Forms Building

Video Marketing

Web Analytics

Marketing

Project Management

Prototyping

Transcription

Professional Services

Customer Relationship Management (CRM)

Field Sales Software

Lead Generation

Multichannel Retail

Sales

Antivirus

Certificate Lifecycle Management

Secure Access Service Edge (SASE)

User and Entity Behavior Analytics (UEBA)

Security

Awards Management

Forestry

Library Management

Rental Property Management

Utilities

Vertical-Specific

small

Nitrogen Growth Platform (formerly Riskalyze) is an investment portfolio management software platform from the company of the same name in Auburn.

Nitrogen Growth Platform

Investment Portfolio Management

Nitrogen Wealth, Inc.

medium

The Charles River Investment Management Solution (Charles River IMS) automates front and middle office processes for buy-side firms. The solution helps enable accurate and timely investment decision support for institutional and wealth managers, alternative investment firms, insurers and asset owners. Charles River IMS helps clients streamline operations, reduce risk, and improve reliability.

Charles River IMS

State Street

large

Morningstar headquartered in Chicago offers the Morningstar Advisor Workstation, an investment portfolio management application.

Morningstar Advisor Workstation

Morningstar

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Basic

Premium

Platinum

RightCapital

Fidelity Active Trader Pro

Likelihood to Recommend

Fidelity Investments (FMR LLC)

Experian Account & Portfolio Management

Experian

eMoney Advisor

Envestnet MoneyGuide

Envestnet

Altvia AIM (Alternative Investment Management)

Altvia

AppFolio Investment Manager

AppFolio Inc.

Morningstar Direct

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

Top Rated 2024

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.

Covercy

Investor Relations

Shrimpy, headquartered in Santa Clara, is a social trading platform for cryptocurrency. It is presented as a simple way to manage a portfolio by automating the user's trading strategy.

Starter

Professional

Shrimpy

Envestnet Platform

Reviews

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.

Product Usage

Pros and Cons

Fund analytics.
Portfolio construction.
Sales and trading.

Things done well

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

Things done poorly

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.

Return on Investment

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.

Alternatives

Morningstar Direct, Morningstar Advisor Workstation, MoneyGuidePro

Other Software Used

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

Operating Systems	Unspecified
Mobile Application	No

Envestnet Platform

Overview

What is Envestnet Platform?

Envestnet Platform Review

Pricing

Envestnet Platform

What is Envestnet Platform?

Entry-level set up fee?

Offerings

Would you like us to let the vendor know that you want pricing?

Alternatives Pricing

Covercy

What is Covercy?

Shrimpy

What is Shrimpy?

Product Details

What is Envestnet Platform?

Envestnet Platform Technical Details

Comparisons

Compare with

Nitrogen Growth Platform

Charles River IMS

Morningstar Advisor Workstation

RightCapital

Fidelity Active Trader Pro

Experian Account & Portfolio Management

eMoney Advisor

Envestnet MoneyGuide

Altvia AIM

AppFolio Investment Manager

Morningstar Direct

Reviews and Ratings

Reviews

No reviews found