TrustRadius

Envestnet Platform vs. Masttro

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
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
Masttro
Score 0.0 out of 10
N/A
Masttro is a global wealth technology platform designed for family offices, private banks, RIAs, and professional service firms. It provides a single, secure interface to consolidate every asset class—traditional investments, alternative investments, private equity, real estate, operating businesses, and even collectibles—into a real-time view of total net worth. Key capabilities include: Direct data feeds connecting with over 600…N/A
Pricing
Envestnet PlatformMasttro
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Envestnet PlatformMasttro
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeRequired
Additional Details——
More Pricing Information
Community Pulse
Envestnet PlatformMasttro
Considered Both Products
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 …
Masttro

No answer on this topic

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