Envestnet Wealth Management Platform vs Koyfin comparison

Envestnet Wealth Management Platform focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while Koyfin specializes in Screeners, ETF Screeners, and Data Visualizations. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

Koyfin 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 Koyfin and upgrade later if you need more advanced features.

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

Envestnet Wealth Management Platform provides API access for programmatic data retrieval and custom integrations. Koyfin doesn't currently offer an API, so you'll need to use their web interface.

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 Koyfin if Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., and Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts. better fits how you invest.

Both cover Stocks, ETFs, Mutual Funds, and Bonds. Envestnet Wealth Management Platform also includes Funds, Real Estate, Hedge Funds, and Private Funds. Koyfin adds coverage for Closed-End Funds, Currencies, Commodities, Futures, and Cryptos.

Koyfin 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.

Envestnet Wealth Management Platform supports data exports to CSV, and Excel. Koyfin has more limited export options.

Both platforms offer broker integrations, so you can sync your portfolio for seamless tracking and analysis.

Koyfin 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.