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Envestnet Platform vs. Eze Investment Suite

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Envestnet Platform
Score 7.7 out of 10
N/A
Envestnet headquartered in Chicago offers their investment portfolio management plaform and suite of applications.N/A
Eze Investment Suite
Score 10.0 out of 10
N/A
Eze Software, now from SS&C (acquired 2018) offers the Eze Investment Suite, applications to guide investment processes and investor relations, containing a multi-asset class portfolio accounting system, Eze Eclipse cloud-based investment management platform featuring centralized book of record with optimized order routing, allocation schemes and tools, and performance monitoring and analytics.N/A
Pricing
Envestnet PlatformEze Investment Suite
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Envestnet PlatformEze Investment Suite
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
Envestnet PlatformEze Investment Suite
User Ratings
Envestnet PlatformEze Investment Suite
Likelihood to Recommend
8.0
(1 ratings)
-
(0 ratings)
User Testimonials
Envestnet PlatformEze Investment Suite
Likelihood to Recommend
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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SS&C Technologies
No answers on this topic
Pros
Envestnet
  • Fund analytics.
  • Portfolio construction.
  • Sales and trading.
Verified User
Anonymous
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SS&C Technologies
No answers on this topic
Cons
Envestnet
  • Online interface.
  • Slow load up times.
  • Clunky process of searching for funds.
Verified User
Anonymous
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SS&C Technologies
No answers on this topic
Alternatives Considered
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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SS&C Technologies
No answers on this topic
Return on Investment
Envestnet
  • Increased revenue.
  • Increased client service metrics.
  • Better fund analysis approach.
Verified User
Anonymous
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SS&C Technologies
No answers on this topic
ScreenShots