Envestnet Wealth Management Platform vs ETF Insider comparison

Envestnet Wealth Management Platform focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while ETF Insider specializes in ETF Screeners, Screeners, and Data Visualizations. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

ETF Insider offers a free tier that lets you get started without paying, while Envestnet Wealth Management Platform requires a subscription. If budget is a concern, start with ETF Insider and upgrade later if you need more advanced features.

ETF Insider is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Envestnet Wealth Management Platform has a mobile app so you can check your research on the go. ETF Insider is web-only, so you'll need a browser to access it from mobile devices.

Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.

Choose Envestnet Wealth Management Platform if you need End‑to‑end wealth management platform that acts as a “plan‑to‑execution” application, giving advisors a single access point from planning and proposal through account opening and ongoing review., and RIA‑focused suite that includes planning, trading, reporting, proposal tools, CRM, client portal and billing in one configurable platform to streamline the full wealth management process.. Go with ETF Insider if Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., and Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration. better fits how you invest.

Both cover Stocks, ETFs, and Mutual Funds. Envestnet Wealth Management Platform also includes Funds, Bonds, Real Estate, Hedge Funds, and Private Funds.

ETF Insider offers real-time data feeds, which is essential for active traders. Envestnet Wealth Management Platform uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Both platforms let you export data to spreadsheets (Excel). This is useful for custom analysis or record-keeping.

Envestnet Wealth Management Platform connects with brokers for portfolio syncing. ETF Insider requires manual portfolio entry or data import.

ETF Insider includes a stock screener for finding investment ideas. Envestnet Wealth Management Platform focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.