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Contemi Wealth Intelligence (WIN) Suite vs. Envestnet Platform

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Contemi Wealth Intelligence (WIN) Suite
Score 0.0 out of 10
N/A
Contemi Solutions helps financial service providers with automation programs of companies in insurance, capital markets, and asset & wealth management and wider financial services space across Europe, Asia and ANZ, through what they present as client-centric solutions and services. Contemi Wealth Intelligence (WIN) Suite is an integrated, modular tool box providing point solutions to solve specific challenges, or when deployed together, a full front to back platform for wealth management value…N/A
Envestnet Platform
Score 7.9 out of 10
N/A
Envestnet headquartered in Chicago offers their investment portfolio management plaform and suite of applications.N/A
Pricing
Contemi Wealth Intelligence (WIN) SuiteEnvestnet Platform
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Contemi Wealth Intelligence (WIN) SuiteEnvestnet 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
Contemi Wealth Intelligence (WIN) SuiteEnvestnet Platform
Considered Both Products
Contemi Wealth Intelligence (WIN) Suite

No answer on this topic

Envestnet Platform
Verified User
Anonymous
Chose Envestnet Platform
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 …
User Ratings
Contemi Wealth Intelligence (WIN) SuiteEnvestnet Platform
Likelihood to Recommend
-
(0 ratings)
8.0
(0 ratings)
User Testimonials
Contemi Wealth Intelligence (WIN) SuiteEnvestnet Platform
Likelihood to Recommend
No answers on this topic
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
No answers on this topic
  • Fund analytics.
  • Portfolio construction.
  • Sales and trading.
Verified User
Anonymous
Read full review
Cons
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  • Online interface.
  • Slow load up times.
  • Clunky process of searching for funds.
Verified User
Anonymous
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Alternatives Considered
No answers on this topic
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
No answers on this topic
  • Increased revenue.
  • Increased client service metrics.
  • Better fund analysis approach.
Verified User
Anonymous
Read full review
ScreenShots