TrustRadius

AssetMark vs. Envestnet Platform

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
AssetMark
Score 0.0 out of 10
N/A
AssetMark headquartered in Concord, California, offers their investment portfolio management platform, that from portfolio construction and investment research to client communication and prospecting, includes wealth management technology that provides advisors with the means of providing their practices with back-office automation, administrative task management, and tools to enable the advisor's focus on their clients.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
AssetMarkEnvestnet Platform
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
AssetMarkEnvestnet 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
AssetMarkEnvestnet Platform
User Ratings
AssetMarkEnvestnet Platform
Likelihood to Recommend
-
(0 ratings)
8.0
(1 ratings)
User Testimonials
AssetMarkEnvestnet Platform
Likelihood to Recommend
AssetMark
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
Read full review
Pros
AssetMark
No answers on this topic
Envestnet
  • Fund analytics.
  • Portfolio construction.
  • Sales and trading.
Verified User
Anonymous
Read full review
Cons
AssetMark
No answers on this topic
Envestnet
  • Online interface.
  • Slow load up times.
  • Clunky process of searching for funds.
Verified User
Anonymous
Read full review
Alternatives Considered
AssetMark
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
Read full review
Return on Investment
AssetMark
No answers on this topic
Envestnet
  • Increased revenue.
  • Increased client service metrics.
  • Better fund analysis approach.
Verified User
Anonymous
Read full review
ScreenShots