Dropbox vs. Envestnet Platform

It has been great for my real estate business as I have many files and need to keep them for a minimum of 5 years. I use it for business and personal files to stay organized. I don't care to use it for photo storage as I feel that it takes up too much space, and I prefer to keep them separate.

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.

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• I can share projects I need feedback on.
• I can make projects available to editors so that they can do their work.
• Dropbox is a place where I can store files that I can access from anywhere, even if I don't have my laptop with me at the time.
• I have an old friend who is an acting professor in Tokyo. He loves the dialogue that I write in my novels. He converts chapters into scenework for his acting students. They get very excited when there's new material!

• Fund analytics.
• Portfolio construction.
• Sales and trading.

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• I’d like to be able to hover over an image/document and have it expand/enlarge without actually opening it
• I’d love to see a carousel that lets me thumb through more quickly
• I’m almost always in thumbnail view. I’d like to see them re-organize automatically when something is moved or deleted instead of leaving an empty space.
• AI options for photo editing.
• Easier pdf markups

• Online interface.
• Slow load up times.
• Clunky process of searching for funds.

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Dropbox is a user-friendly, easy tool which requires little to no skill and they offer a free version with a good amount of storage available. There are other file sharing tools available however at a cost. Dropbox free version I have used for years and it serves every purpose I need.

It works extremely well, and we have never had any issues with connecting or sharing files. It's very easy to use, and any team member can share, add, and delete files to a virtual drive. This is extremely helpful, and it's an amazing tool to use, ensuring everyone can connect and work together effectively.

Dropbox is really useful, you can access any file from anywhere and you can upload and even edit files online, but, sometimes it can be slow. Downloading, uploading, and syncing is a bit slow, it can take several minutes. Furthermore, the search engine for large amounts of data can be slow too and it is not powerful.

They immediately responded like in an example that I gave where one of our staff members accidentally deleted the whole Special Hope Network Dropbox, we immediately contacted Dropbox they walked us through the steps of how to retrieve the information and luckily enough we were able to retrieve the entire Dropbox and we have had back and forth with Dropbox on what to do when an employee leaves how to remove them how to add another employee.

I did not personally take any training for Dropbox so I am self taught but I know when our Vice President selected Dropbox, he personally did do some training modules on it and I'm assuming it was very easy and simple to understand since he now acts like he is a pro at it!

I needed to stay current in improving my daily operations. Dropbox
was suggested to me by a former colleague two-years ago and I've been using it just fine ever since.

For me, Dropbox is so much easier to use than Google Drive. I have both because I have a client who relies on me using Google, but each time I upload something, it gets lost in translation, and the document does not appear the same in Google. Frustrating. Love Dropbox!

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

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Independently Invited by TrustRadius

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bc i think box.com is better and more affordable

• When it works (usually if a client already has Dropbox, so they don't get the solicitation to sign up), it works flawlessly.
• I've had multiple clients not see the "continue with download only" at the bottom and email me to resend the media another way because they don't have a Dropbox account.

• Increased revenue.
• Increased client service metrics.
• Better fund analysis approach.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info