Envestnet Platform Review
March 25, 2021

Envestnet Platform Review

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Envestnet Platform

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.
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.

Do you think Envestnet Platform delivers good value for the price?


Are you happy with Envestnet Platform's feature set?


Did Envestnet Platform live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Envestnet Platform go as expected?

I wasn't involved with the implementation phase

Would you buy Envestnet Platform again?


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.