SS&C Black Diamond Wealth Solutions overlaps on Portfolio, Portfolio Accounting / Book of Record, and Client & Investor Reporting and pushes into Alternatives / Capital Calls & Distributions and Insider Compliance / Pre-clearance with Envestnet Wealth Management Platform and is the quickest matchup to review first.
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Matchup hub
Compare Envestnet Wealth Management Platform
Every head-to-head showdown featuring Envestnet Wealth Management Platform. Review coverage overlap, standout differentiators, and pricing context before you request demos.
Quick takeaways
Sharesight, Fiscal.ai, and Koyfin keep freemium tiers so you can benchmark Envestnet Wealth Management Platform without committing budget.
Envestnet Wealth Management Platform rivals most often add coverage in Alerts, Screeners, and Data Visualizations, so focus there when evaluating upgrades.
24
Matchups catalogued
16
Include free tiers
12
Offer mobile access
40%
Avg category overlap
Category heatmap
How Envestnet Wealth Management Platform stacks up
Spot the coverage themes most often compared against this tool and where rivals extend or lag.
Shared battlegrounds
Categories that appear in the majority of head-to-head matchups.
- APIs & SDKs21
- Data APIs18
- Portfolio18
- Broker Connectors10
- Webhooks10
- Client & Investor Reporting7
Where rivals add depth
Common coverage areas that comparison partners introduce beyond Envestnet Wealth Management Platform.
- Alerts13
- Screeners13
- Data Visualizations12
- Watchlist12
- Blogs10
- Financials8
Where Envestnet Wealth Management Platform stands alone
Categories that remain exclusive to Envestnet Wealth Management Platform across these matchups.
- CRM & Workflow22
- Document Vault & e-Signature22
- Fee Billing & Invoicing21
- Rebalancing & Trading21
- Wealth Management21
- Portfolio Accounting / Book of Record20
Matchups
Dive into the full comparison roster
Start with the closest overlaps, then branch into tools that push Envestnet Wealth Management Platform into new workflows.
SS&C Black Diamond Wealth Solutions
87% overlapSS&C Black Diamond Wealth Solutions overlaps on Portfolio, Portfolio Accounting / Book of Record, and Client & Investor Reporting, adds Alternatives / Capital Calls & Distributions, Insider Compliance / Pre-clearance, and Audit Trail / Supervision coverage while matching Envestnet Wealth Management Platform.
Shared categories
SS&C Black Diamond Wealth Solutions adds
- Alternatives / Capital Calls & Distributions
- Insider Compliance / Pre-clearance
- Audit Trail / Supervision
- Regulatory Filings Monitoring
Envestnet Wealth Management Platform keeps to itself
- Wealth Management
- Data APIs
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Addepar
80% overlapAddepar overlaps on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record, adds Alternatives / Capital Calls & Distributions, Data Visualizations, and Tax Lots / Lot Optimization coverage while matching Envestnet Wealth Management Platform.
Shared categories
Addepar adds
- Alternatives / Capital Calls & Distributions
- Data Visualizations
- Tax Lots / Lot Optimization
Envestnet Wealth Management Platform keeps to itself
- CRM & Workflow
- Document Vault & e-Signature
- Webhooks
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Orion Advisor Tech
80% overlapOrion Advisor Tech overlaps on Portfolio Accounting / Book of Record, Client & Investor Reporting, and Rebalancing & Trading, adds GIPS Composite Reporting, Alternatives / Capital Calls & Distributions, and Risk Metrics coverage while matching Envestnet Wealth Management Platform.
Shared categories
Orion Advisor Tech adds
- GIPS Composite Reporting
- Alternatives / Capital Calls & Distributions
- Risk Metrics
- Scenario & Stress Tests
Envestnet Wealth Management Platform keeps to itself
- Wealth Management
- Portfolio
- Document Vault & e-Signature
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Masttro
79% overlapMasttro overlaps on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record, adds Alternatives / Capital Calls & Distributions, Custom Dashboards, and Audit Trail / Supervision coverage while matching Envestnet Wealth Management Platform.
Shared categories
Masttro adds
- Alternatives / Capital Calls & Distributions
- Custom Dashboards
- Audit Trail / Supervision
Envestnet Wealth Management Platform keeps to itself
- Rebalancing & Trading
- Fee Billing & Invoicing
- CRM & Workflow
- Webhooks
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Sharesight
47% overlapSharesight overlaps on Wealth Management, Portfolio, and Client & Investor Reporting, adds Risk Metrics, Performance Attribution, and Downloadable Tax Reports coverage while matching Envestnet Wealth Management Platform.
Shared categories
Sharesight adds
- Risk Metrics
- Performance Attribution
- Downloadable Tax Reports
- Capital Gains Estimator
Envestnet Wealth Management Platform keeps to itself
- Portfolio Accounting / Book of Record
- Rebalancing & Trading
- Model Portfolios & Sleeves
- Fee Billing & Invoicing
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Kubera
63% overlapKubera overlaps on Portfolio, Client Portal & Mobile App, and Data APIs, adds Custom Dashboards, Blogs, and Education coverage while matching Envestnet Wealth Management Platform.
Kubera adds
- Custom Dashboards
- Blogs
- Education
Envestnet Wealth Management Platform keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Fiscal.ai
27% overlapEditor’s pick
Hands-on review
Fiscal.ai overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Screeners, Stock Comparison, and Data Visualizations coverage while matching Envestnet Wealth Management Platform.
Shared categories
Fiscal.ai adds
- Screeners
- Stock Comparison
- Data Visualizations
- Watchlist
Envestnet Wealth Management Platform keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
Shared platforms
WebAPI
Shared pricing
Subscription
Koyfin
27% overlapEditor’s pick
Hands-on review
Koyfin overlaps on Portfolio, Client & Investor Reporting, and Model Portfolios & Sleeves, adds Screeners, ETF Screeners, and Data Visualizations coverage while matching Envestnet Wealth Management Platform.
Shared categories
Koyfin adds
- Screeners
- ETF Screeners
- Data Visualizations
- Custom Dashboards
Envestnet Wealth Management Platform keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Rebalancing & Trading
- Fee Billing & Invoicing
Shared platforms
WebMobile
Shared pricing
Subscription
Portfolio123
27% overlapEditor’s pick
Hands-on review
Portfolio123 overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Screeners, Data Visualizations, and Quant coverage while matching Envestnet Wealth Management Platform.
Shared categories
Portfolio123 adds
- Screeners
- Data Visualizations
- Quant
- Stock Ideas
Envestnet Wealth Management Platform keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
Shared platforms
WebAPI
Shared pricing
Subscription
YCharts
27% overlapHands-on review
YCharts overlaps on Portfolio, Client & Investor Reporting, and Model Portfolios & Sleeves, adds Screeners, Stock Comparison, and ETF Comparison coverage while matching Envestnet Wealth Management Platform.
YCharts adds
- Screeners
- Stock Comparison
- ETF Comparison
- Data Visualizations
Envestnet Wealth Management Platform keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Rebalancing & Trading
- Fee Billing & Invoicing
Shared platforms
Web
Shared pricing
Subscription
Benzinga
20% overlapBenzinga overlaps on Data APIs, APIs & SDKs, and Webhooks, adds News, Alerts, and News Sentiment coverage while matching Envestnet Wealth Management Platform.
Shared categories
Benzinga adds
- News
- Alerts
- News Sentiment
- Calendar
Envestnet Wealth Management Platform keeps to itself
- Wealth Management
- Portfolio
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Interactive Brokers (IBKR)
21% overlapEditor’s pick
Hands-on review
Interactive Brokers (IBKR) overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Brokerage, Advanced Order Types, and Smart/Direct Routing coverage while matching Envestnet Wealth Management Platform.
Shared categories
Interactive Brokers (IBKR) adds
- Brokerage
- Advanced Order Types
- Smart/Direct Routing
- Paper Trading
Envestnet Wealth Management Platform keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Quartr
20% overlapEditor’s pick
Hands-on review
Quartr overlaps on Data APIs, APIs & SDKs, and Webhooks, adds Financials, Transcripts, and Analyst Forecasts coverage while matching Envestnet Wealth Management Platform.
Shared categories
Quartr adds
- Financials
- Transcripts
- Analyst Forecasts
- Calendar
Envestnet Wealth Management Platform keeps to itself
- Wealth Management
- Portfolio
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
Shared platforms
WebMobileAPI
Shared pricing
Subscription
TipRanks
20% overlapEditor’s pick
Hands-on review
TipRanks overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Stock Ideas, Top Analysts, and Screeners coverage while matching Envestnet Wealth Management Platform.
Shared categories
TipRanks adds
- Stock Ideas
- Top Analysts
- Screeners
- ETF Screeners
Envestnet Wealth Management Platform keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
Shared platforms
WebMobileAPI
Shared pricing
Subscription
Dune
23% overlapDune overlaps on Data APIs, APIs & SDKs, and Webhooks, adds On-chain Analytics, DEX / DeFi, and Wallet / Address Monitoring coverage while matching Envestnet Wealth Management Platform.
Shared categories
Dune adds
- On-chain Analytics
- DEX / DeFi
- Wallet / Address Monitoring
- NFT Markets
Envestnet Wealth Management Platform keeps to itself
- Wealth Management
- Portfolio
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
Shared platforms
WebAPI
Shared pricing
Subscription
ETF Insider
21% overlapEditor’s pick
Hands-on review
ETF Insider overlaps on Portfolio, Data APIs, and APIs & SDKs, adds ETF Screeners, Screeners, and Data Visualizations coverage while matching Envestnet Wealth Management Platform.
Shared categories
ETF Insider adds
- ETF Screeners
- Screeners
- Data Visualizations
- Factor Exposure
Envestnet Wealth Management Platform keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
Shared platforms
WebAPI
Shared pricing
Subscription
PortfoliosLab
21% overlapPortfoliosLab overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Watchlist, Backtesting, and Correlation coverage while matching Envestnet Wealth Management Platform.
Shared categories
PortfoliosLab adds
- Watchlist
- Backtesting
- Correlation
- Risk Metrics
Envestnet Wealth Management Platform keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
Shared platforms
WebAPI
Shared pricing
Subscription
Reflexivity
21% overlapReflexivity overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Screeners, Quant, and Performance Attribution coverage while matching Envestnet Wealth Management Platform.
Shared categories
Reflexivity adds
- Screeners
- Quant
- Performance Attribution
- Scenario & Stress Tests
Envestnet Wealth Management Platform keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
Shared platforms
WebAPI
Shared pricing
Subscription
StockAlert Pro
25% overlapStockAlert Pro overlaps on Data APIs, APIs & SDKs, and Webhooks, adds Alerts, Calendar, and Dividends coverage while matching Envestnet Wealth Management Platform.
Shared categories
StockAlert Pro adds
- Alerts
- Calendar
- Dividends
- Stock Ideas
Envestnet Wealth Management Platform keeps to itself
- Wealth Management
- Portfolio
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
Shared platforms
WebAPI
Shared pricing
Subscription
TradingView
20% overlapEditor’s pick
Hands-on review
TradingView overlaps on Portfolio, Webhooks, and Broker Connectors, adds Data Visualizations, Quant, and Screeners coverage while matching Envestnet Wealth Management Platform.
Shared categories
TradingView adds
- Data Visualizations
- Quant
- Screeners
- Stock Ideas
Envestnet Wealth Management Platform keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
Shared platforms
WebMobile
Shared pricing
Subscription
Uncle Stock
25% overlapEditor’s pick
Hands-on review
Uncle Stock overlaps on Portfolio, Data APIs, and APIs & SDKs, adds Screeners, Backtesting, and Data Visualizations coverage while matching Envestnet Wealth Management Platform.
Shared categories
Uncle Stock adds
- Screeners
- Backtesting
- Data Visualizations
- Financials
Envestnet Wealth Management Platform keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
Shared platforms
WebAPI
Shared pricing
Subscription
Firefly III
75% overlapFirefly III overlaps on Portfolio, APIs & SDKs, and Webhooks, adds Other coverage while matching Envestnet Wealth Management Platform.
Shared categories
Firefly III adds
- Other
Envestnet Wealth Management Platform keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
Shared platforms
WebAPI
Tradervue
60% overlapTradervue overlaps on Portfolio, APIs & SDKs, and Broker Connectors, adds Risk Metrics and Data Visualizations coverage while matching Envestnet Wealth Management Platform.
Shared categories
Tradervue adds
- Risk Metrics
- Data Visualizations
Envestnet Wealth Management Platform keeps to itself
- Wealth Management
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
- Rebalancing & Trading
Shared platforms
Web
Shared pricing
Subscription
Visualping
38% overlapVisualping overlaps on Data APIs, APIs & SDKs, and Webhooks, adds Alerts, Regulatory Filings Monitoring, and Blogs coverage while matching Envestnet Wealth Management Platform.
Shared categories
Visualping adds
- Alerts
- Regulatory Filings Monitoring
- Blogs
- Education
Envestnet Wealth Management Platform keeps to itself
- Wealth Management
- Portfolio
- Portfolio Accounting / Book of Record
- Client & Investor Reporting
Shared platforms
Web
Shared pricing
Subscription
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.