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Advisor360 vs. Envestnet Platform

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Advisor360
Score 0.0 out of 10
N/A
Advisor360 is a SaaS WealthTech platform that is designed to help financial advisors to increase productivity and revenue, streamline operations, and reduce costs and regulatory risk. It features a CRM and an advisor portal with tools and consolidated reporting to manage household wealth, including portfolio management, financial planning, performance reporting, and practice-level analytics.N/A
Envestnet Platform
Score 7.8 out of 10
N/A
Envestnet headquartered in Chicago offers their investment portfolio management plaform and suite of applications.N/A
Pricing
Advisor360Envestnet Platform
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Advisor360Envestnet Platform
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
Advisor360Envestnet Platform
User Ratings
Advisor360Envestnet Platform
Likelihood to Recommend
-
(0 ratings)
8.0
(1 ratings)
User Testimonials
Advisor360Envestnet Platform
Likelihood to Recommend
Advisor360.com
No answers on this topic
Envestnet
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.
Verified User
Anonymous
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Pros
Advisor360.com
No answers on this topic
Envestnet
  • Fund analytics.
  • Portfolio construction.
  • Sales and trading.
Verified User
Anonymous
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Cons
Advisor360.com
No answers on this topic
Envestnet
  • Online interface.
  • Slow load up times.
  • Clunky process of searching for funds.
Verified User
Anonymous
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Alternatives Considered
Advisor360.com
No answers on this topic
Envestnet
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
Verified User
Anonymous
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Return on Investment
Advisor360.com
No answers on this topic
Envestnet
  • Increased revenue.
  • Increased client service metrics.
  • Better fund analysis approach.
Verified User
Anonymous
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