VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Friday, December 12, 2025

Tool Comparison

Envestnet Wealth Management Platform vs Listen Notes comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Envestnet Wealth Management Platform adds Wealth Management, Portfolio, Portfolio Accounting / Book of Record, Client & Investor Reporting, Rebalancing & Trading, Model Portfolios & Sleeves, Fee Billing & Invoicing, Householding & Multi-Entity, Client Portal & Mobile App, CRM & Workflow, Document Vault & e-Signature, Webhooks, and Broker Connectors coverage that Listen Notes skips.

Listen Notes includes Alerts, Education, and Other categories that Envestnet Wealth Management Platform omits.

Listen Notes keeps a free entry point that Envestnet Wealth Management Platform lacks.

In depth comparison

Envestnet Wealth Management Platform

envestnet.com

Enterprise wealth and data platform for RIAs, broker-dealers, banks/trusts, asset managers and fintechs. Envestnet’s “Unified Managed Platform” spans the Wealth Management Platform, Envestnet | Tamarac, MoneyGuide, BillFin, Payments, and Envestnet Data & Analytics (incl. Envestnet | Yodlee). Modules are typically licensed separately and sold via enterprise contracts; the platform is aimed at professional firms rather than self-directed retail.

Platforms

WebMobileAPI

Pricing

Subscription

Quick highlights

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.
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.
Unified Managed Account (UMA) capabilities that let RIAs consolidate SMAs and UMAs, build proposals with custom models, run comprehensive portfolio construction, and manage individual sleeves within a UMA for personalization at scale.
Envestnet | Tamarac modules: Trading for model management, account monitoring, trading, balancing and reconciliation; Reporting for portfolio analysis, flexible client reporting and billing; plus tight integration with Envestnet’s managed account and research portal.
Comprehensive billing stack: core platform billing with configurable billing levels and modes (advance/arrears), flexible cycles and flat/linear/tiered schedules; BillFin cloud billing for RIAs with AUM‑based fee calculation, CSV/Excel custodian files, customizable invoices, reminders/alerts, proration, reporting/analytics and fee‑splitting; and Payments for subscription, hourly and retainer fee‑for‑service billing with ACH/credit‑card collection and an advisor revenue dashboard.

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Listen Notes

listennotes.com

Podcast search engine plus developer Podcast API (search/directory/insights) and purchasable datasets. Free plan allows light testing; PRO is a metered subscription with tiered overages and specific search‑result/rate‑limit allowances; Enterprise relaxes caching/logo rules and increases quotas & SLAs. Listen Alerts monitors 3.6M+ podcasts for keyword mentions with email/RSS and Zapier/IFTTT hooks. Datasets can be exported as CSV/SQLite for analytics, PR/sales, and finance alt‑data use cases. API base URL is https://listen-api.listennotes.com/api/v2 with API‑key auth.

Platforms

WebAPIMobile

Pricing

FreeSubscriptionOne-time

Quick highlights

Podcast API v2: search, directory, insights; official client libraries; OpenAPI spec & mock server for keyless testing.
Pricing tiers with concrete quotas: FREE (300 req/mo), PRO (base fee with 5k req/mo included + tiered overages), ENTERPRISE (annual contract, larger quotas, relaxed caching/no-logo).
Plan-based search result caps & rate limits: FREE up to 30 results/query (2 req/s, 20 req/min); PRO up to 300 results/query (medium rate limit); ENTERPRISE up to 10,000 results/query (high rate limit).
Advanced fields & endpoints on higher tiers: transcripts, batch fetch, RSS/large image, email, latest_episode_id, Listen Score & Global Rank.
Listen Alerts: 24/7 monitoring of new episodes mentioning keywords; daily email digests, per‑alert RSS feeds; connects via Zapier/IFTTT and RSS to Slack/Trello/Airtable etc.

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Where they differ

Envestnet Wealth Management Platform

Distinct strengths include:

Wealth Management Portfolio Portfolio Accounting / Book of Record Client & Investor Reporting Rebalancing & Trading Model Portfolios & Sleeves Fee Billing & Invoicing Householding & Multi-Entity

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.
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.
Unified Managed Account (UMA) capabilities that let RIAs consolidate SMAs and UMAs, build proposals with custom models, run comprehensive portfolio construction, and manage individual sleeves within a UMA for personalization at scale.
Envestnet | Tamarac modules: Trading for model management, account monitoring, trading, balancing and reconciliation; Reporting for portfolio analysis, flexible client reporting and billing; plus tight integration with Envestnet’s managed account and research portal.

Listen Notes

Distinct strengths include:

Alerts Education Other

Podcast API v2: search, directory, insights; official client libraries; OpenAPI spec & mock server for keyless testing.
Pricing tiers with concrete quotas: FREE (300 req/mo), PRO (base fee with 5k req/mo included + tiered overages), ENTERPRISE (annual contract, larger quotas, relaxed caching/no-logo).
Plan-based search result caps & rate limits: FREE up to 30 results/query (2 req/s, 20 req/min); PRO up to 300 results/query (medium rate limit); ENTERPRISE up to 10,000 results/query (high rate limit).
Advanced fields & endpoints on higher tiers: transcripts, batch fetch, RSS/large image, email, latest_episode_id, Listen Score & Global Rank.

Feature-by-feature breakdown

Attribute	Envestnet Wealth Management Platform	Listen Notes
Categories Which research workflows each platform targets	Shared: Data APIs, APIs & SDKs Unique: Wealth Management, Portfolio, Portfolio Accounting / Book of Record, Client & Investor Reporting, Rebalancing & Trading, Model Portfolios & Sleeves, Fee Billing & Invoicing, Householding & Multi-Entity, Client Portal & Mobile App, CRM & Workflow, Document Vault & e-Signature, Webhooks, Broker Connectors	Shared: Data APIs, APIs & SDKs Unique: Alerts, Education, Other
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Funds, Bonds, Real Estate, Hedge Funds, Private Funds	Other
Experience levels Who each product is built for	Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile, API	Web, API, Mobile
Pricing High-level pricing models	Subscription	Free, Subscription, One-time
Key features Core capabilities called out by each vendor	Unique 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. 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. Unified Managed Account (UMA) capabilities that let RIAs consolidate SMAs and UMAs, build proposals with custom models, run comprehensive portfolio construction, and manage individual sleeves within a UMA for personalization at scale. Envestnet \| Tamarac modules: Trading for model management, account monitoring, trading, balancing and reconciliation; Reporting for portfolio analysis, flexible client reporting and billing; plus tight integration with Envestnet’s managed account and research portal. Comprehensive billing stack: core platform billing with configurable billing levels and modes (advance/arrears), flexible cycles and flat/linear/tiered schedules; BillFin cloud billing for RIAs with AUM‑based fee calculation, CSV/Excel custodian files, customizable invoices, reminders/alerts, proration, reporting/analytics and fee‑splitting; and Payments for subscription, hourly and retainer fee‑for‑service billing with ACH/credit‑card collection and an advisor revenue dashboard. Global, multi‑currency fee management for asset managers, allowing firms to manage assets in one currency, calculate fees in another, bill clients in a third, and post GL entries in a fourth, supporting worldwide revenue operations.	Unique Podcast API v2: search, directory, insights; official client libraries; OpenAPI spec & mock server for keyless testing. Pricing tiers with concrete quotas: FREE (300 req/mo), PRO (base fee with 5k req/mo included + tiered overages), ENTERPRISE (annual contract, larger quotas, relaxed caching/no-logo). Plan-based search result caps & rate limits: FREE up to 30 results/query (2 req/s, 20 req/min); PRO up to 300 results/query (medium rate limit); ENTERPRISE up to 10,000 results/query (high rate limit). Advanced fields & endpoints on higher tiers: transcripts, batch fetch, RSS/large image, email, latest_episode_id, Listen Score & Global Rank. Listen Alerts: 24/7 monitoring of new episodes mentioning keywords; daily email digests, per‑alert RSS feeds; connects via Zapier/IFTTT and RSS to Slack/Trello/Airtable etc. Podcast Datasets: batch export by keyword/category/playlist/iTunes IDs or full‑database Enterprise export; delivered as CSV or SQLite.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Envestnet Wealth Management Platform and Listen Notes both support?

Both platforms cover Data APIs, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Listen Notes offers a free entry point, while Envestnet Wealth Management Platform requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Envestnet Wealth Management Platform and Listen Notes?

Both Envestnet Wealth Management Platform and Listen Notes support web and mobile access, making it easy to keep tabs on research away from the desk.

What unique strengths set the two platforms apart?

Envestnet Wealth Management Platform differentiates itself with 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., 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., and Unified Managed Account (UMA) capabilities that let RIAs consolidate SMAs and UMAs, build proposals with custom models, run comprehensive portfolio construction, and manage individual sleeves within a UMA for personalization at scale., whereas Listen Notes stands out for Podcast API v2: search, directory, insights; official client libraries; OpenAPI spec & mock server for keyless testing., Pricing tiers with concrete quotas: FREE (300 req/mo), PRO (base fee with 5k req/mo included + tiered overages), ENTERPRISE (annual contract, larger quotas, relaxed caching/no-logo)., and Plan-based search result caps & rate limits: FREE up to 30 results/query (2 req/s, 20 req/min); PRO up to 300 results/query (medium rate limit); ENTERPRISE up to 10,000 results/query (high rate limit)..

Keep exploring

Stay on top of related tools

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