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Asora vs. Envestnet Platform

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Asora
Score 0.0 out of 10
N/A
Asora is a SaaS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on-demand reporting on the web and mobile. Asora provides a single secure location for all the family’s data. The data is protected with always-on encryption and robust security protocols. Time-consuming manual handling of data and report creation from multiple data sources is replaced with automated data feeds, a single source of truth, and digital on-demand…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
AsoraEnvestnet Platform
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
AsoraEnvestnet 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
AsoraEnvestnet Platform
User Ratings
AsoraEnvestnet Platform
Likelihood to Recommend
-
(0 ratings)
8.0
(0 ratings)
User Testimonials
AsoraEnvestnet 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
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Pros
No answers on this topic
  • Fund analytics.
  • Portfolio construction.
  • Sales and trading.
Verified User
Anonymous
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Cons
No answers on this topic
  • 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
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Return on Investment
No answers on this topic
  • Increased revenue.
  • Increased client service metrics.
  • Better fund analysis approach.
Verified User
Anonymous
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ScreenShots

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