Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Nexo Reviews & Ratings
    16,530 Ratings
    Company Website
  • Xero Reviews & Ratings
    5,852 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • Monarch Money Reviews & Ratings
    5 Ratings
    Company Website
  • 8am Reviews & Ratings
    1,130 Ratings
    Company Website
  • CrankWheel Reviews & Ratings
    187 Ratings
    Company Website
  • Canopy Reviews & Ratings
    950 Ratings
    Company Website
  • FreshBooks Reviews & Ratings
    5,467 Ratings
    Company Website
  • Arryved Reviews & Ratings
    46 Ratings
    Company Website
  • SBS Banking Platform Reviews & Ratings
    29 Ratings

What is Envestnet Wealth Management Platform?

The Envestnet Wealth Management Platform is the cornerstone of modern advisory technology, delivering a unified, intelligent ecosystem that empowers financial advisors and institutions to manage the entire wealth journey from one place. Built on a foundation of data, automation, and integration, the platform connects financial planning, portfolio management, trading, and reporting in a seamless workflow. Its plan-to-execution framework enables advisors to move effortlessly from client goal-setting to proposal generation, account opening, and ongoing performance review—without switching systems. The platform’s holistic data engine combines Envestnet’s proprietary analytics with third-party sources, producing insights that enhance portfolio strategies, identify opportunities, and personalize the client experience. With its scalable and configurable architecture, firms can adapt the platform to meet the needs of RIAs, broker-dealers, and enterprises alike. Envestnet’s ecosystem integrates with its core brands—Tamarac, MoneyGuide, and PMC—and hundreds of external partners, creating a truly open and interoperable technology environment. Advisors gain the ability to deliver holistic, goals-based advice while maintaining operational efficiency and regulatory oversight. Recognized at the 2024 WealthManagement.com Industry Awards as the best unified, all-in-one system, the platform exemplifies leadership in digital wealth innovation. From financial data aggregation to real-time client engagement tools, it serves as the command center for forward-thinking advisors. The Envestnet Wealth Management Platform transforms how financial professionals connect strategy, technology, and insight—turning complexity into clarity and potential into growth.

What is Axisoft?

Axisoft emerges as a leading financial technology service provider with offices in Hong Kong, Singapore, Shanghai, Zhuhai, and Shenzhen. Since our inception in 1998, we have played a crucial role in aiding top private banks globally to improve their profitability through the implementation of our solutions in various countries. What sets us apart is our deep-rooted expertise in finance and technology, which enables us to deliver industry-leading solutions, develop high-quality applications, and provide exceptional local support. Each member of the Axisoft team possesses a strong background in both financial and technological fields, allowing us to accurately identify and address the challenges and needs faced by financial institutions. This interdisciplinary knowledge equips us to utilize the most appropriate technologies to assist these institutions in achieving their business objectives. Additionally, our solutions have earned acclaim in the tech community for their innovative nature and effectiveness, reinforcing our reputation. We are dedicated to maintaining excellence, which positions us prominently within the ever-evolving financial technology sector, while constantly adapting to meet the changing demands of our clients.

Media

Media

Integrations Supported

CircleBlack
MoneyGuide
Square POS

Integrations Supported

CircleBlack
MoneyGuide
Square POS

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Envestnet

Date Founded

1999

Company Location

United States

Company Website

www.envestnet.com/wealth-management/software

Company Facts

Organization Name

Axisoft

Date Founded

1998

Company Location

China

Company Website

www.axisoft.com

Categories and Features

Categories and Features

Popular Alternatives

Summit Reviews & Ratings

Summit

Summit Wealth Systems

Popular Alternatives

WealthERP Reviews & Ratings

WealthERP

Ampsys Consulting Pvt Ltd.
PriceMetrix Reviews & Ratings

PriceMetrix

McKinsey & Company
Surecomp RIVO Reviews & Ratings

Surecomp RIVO

Surecomp