★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Envestnet Wealth Management Platform vs Marketlog
Pick Envestnet Wealth Management Platform if
Envestnet Wealth Management Platform
Contact for pricing · Web · Mobile · API
- You want an API so you can script or automate things
- You care about wealth management, advisor operations, and APIs & data feeds, things Marketlog doesn't offer
Pick Marketlog if
Marketlog
Free • From $79.99/yr · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You care about watchlist, institutional ownership, and data visualizations, things Envestnet Wealth Management Platform doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Envestnet Wealth Management Platform and Marketlog cover a lot of the same ground (2 shared categories, portfolio and broker connectors), so for the basics you won't go far wrong with either. Marketlog simply does more: 18 categories to Envestnet Wealth Management Platform's 6, including watchlist, institutional ownership, and data visualizations. Envestnet Wealth Management Platform counters by keeping things simpler.
What readers say
Envestnet Wealth Management Platform
Vote once to reveal the community verdict.
Marketlog
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Marketlog
- Free trial
- Marketlog7 days
- Broader coverage
- Marketlog18 vs 6 categories
- API access
- Envestnet Wealth Management Platform
- Real-time data
- Marketlog
- Beginner friendly
- Marketlog
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Contact for pricing | Free • From $79.99/yr |
Free tier | No | Yes |
Free trial | — | 7 days |
Plan limits | — | 19 limits: Free: portfolios: 1, Free: holdings: 12 +17 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | Schwab, Fidelity +9 more | Yodlee, Fidelity Investments +5 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors, Financial Advisors +3 more | Retail Traders, Pro Retail +4 more |
Categories covered | 6 | 18 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Multi-currency | 5 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +3 more |
Data partners | — | Yodlee and Third-party data licensors |
Capabilities | 24 signals: Monte Carlo, Broker sync +22 more | 3 signals: Monte Carlo, Broker sync +1 more |
Security | 4 signals: SOC2, SSO: SAML +2 more | Encryption at rest and Encryption in transit |
| Try it | Visit Envestnet Wealth Management Platform | Visit Marketlog |
Where each one shines
What Envestnet Wealth Management Platform and Marketlog each do best.ShowHide
Where each one shines
What Envestnet Wealth Management Platform and Marketlog each do best.What Envestnet Wealth Management Platform does best
- Tools for running advisor workflows from financial planning and proposals through account opening, trading, reporting, billing, and ongoing client review.
- Envestnet | Tamarac modules for model management, account monitoring, trading, rebalancing, reconciliation, portfolio analysis, client reporting, and billing.
- Tools for building UMA and model-portfolio workflows with sleeve-level management, proposal tools, custom models, and personalization at scale.
- MoneyGuide, BillFin, Payments, Data & Analytics, and Yodlee capabilities where the firm licenses the relevant modules.
- Management tools for advisory billing with AUM fee schedules, household billing, advance or arrears billing, proration, invoices, reminders, fee splitting, and custodian file exports.
What Marketlog does best
- Tracking portfolios across stocks, ETFs, options, bonds, funds, forex, crypto, indices, and other assets on web, iOS, and Android.
- Enter transactions manually or connect supported brokerage and bank accounts through Marketlog’s data provider.
- Broker and bank connectivity for 2,000+ supported institutions, with examples such as Fidelity, E*TRADE, Vanguard, Schwab, Interactive Brokers, and Robinhood.
- Monitoring gains, drawdowns, returns, diversification, goals, target allocation, benchmarking, and daily or weekly portfolio email updates.
- Tracking dividends automatically with dividend calendars, upcoming payment alerts, yield notifications, and a broad symbol universe.
Every detail we compared
Every tracked attribute for Envestnet Wealth Management Platform and Marketlog, side by side.ShowHide
Every detail we compared
Every tracked attribute for Envestnet Wealth Management Platform and Marketlog, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsBondsReal EstateHedge FundsPrivate Funds | StocksETFsOptionsBondsFundsCurrenciesCryptosOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset Managers | Retail TradersPro RetailLong-term InvestorsDividend InvestorsDay TradersSwing Traders |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Not specified | 26 countriesIdentifiers: Ticker and CUSIP |
| Data | ||
Data freshness | Not specified | Real-timeEnd of Day |
Data granularity | Not specified | MinuteEOD |
Pricing sources | Not specified | VendorManual |
Data partners | Not specified | YodleeThird-party data licensors |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeyWebhooksDocs | Not specified |
Import methods | Not specified | BrokerOAuthManual |
Integrations | SchwabFidelityRBCInteractive BrokersFolio InstitutionalLPL FinancialWealthboxSS&C Salentica+3 more | YodleeFidelity InvestmentsE*TRADE from Morgan StanleyVanguardSchwabInteractive BrokersRobinhood |
Export formats | CSVExcel | Image |
| Plans & trust | ||
Security & compliance | SOC2SSO: SAMLEncryption at restEncryption in transit | Encryption at restEncryption in transit |
Capability signals | Monte CarloBroker syncCorrelationHouseholdingAlternatives supportDrift monitoringModel portfoliosSleeve-level+16 more | Monte CarloBroker syncMulti-currency |
Vendor & support | Envestnet, Inc.Country: USSupport: Email | Myfxbook Ltd.Country: IsraelSupport: Email |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | — | Freeportfolios: 1 · holdings: 12 · +3 more |
| Entry paid plan | — | $79.99/yr≈ $6.67/mo“Plus Annual”portfolios: 2 · holdings: Unlimited · +2 more |
| Tier 2 | — | $7.99/mo“Plus Monthly”portfolios: 2 · holdings: Unlimited · +2 more |
| Tier 3 | — | $179.99/yr≈ $15/mo“Pro Annual”portfolios: 10 · holdings: Unlimited · +1 more |
| Top plan | — | $17.99/mo“Pro Monthly”portfolios: 10 · holdings: Unlimited · +1 more |
| Custom / enterprise | Contact sales“Enterprise / Platform License” | — |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between Envestnet Wealth Management Platform and Marketlog?
Envestnet Wealth Management Platform leans toward wealth management, portfolio, and advisor operations, while Marketlog puts more weight on portfolio, watchlist, and institutional ownership. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is Envestnet Wealth Management Platform or Marketlog free to use?
Marketlog has a free tier, so you can get started without paying anything. Envestnet Wealth Management Platform is paid-only. If budget matters, start with Marketlog and see how far it takes you before opening your wallet.
Which is better for beginners: Envestnet Wealth Management Platform or Marketlog?
Marketlog is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does Envestnet Wealth Management Platform or Marketlog have an API?
Envestnet Wealth Management Platform has an API for programmatic access and custom integrations. Marketlog doesn't, so you're working through its interface.
Should I choose Envestnet Wealth Management Platform or Marketlog?
It depends on what you're after. Pick Envestnet Wealth Management Platform if wealth management and advisor operations matter to you; go with Marketlog if you'd rather have watchlist and institutional ownership. And if you only need the basics both share, let price decide.
What asset classes do Envestnet Wealth Management Platform and Marketlog cover?
Both cover stocks, ETFs, funds, and bonds. Envestnet Wealth Management Platform also handles mutual funds, real estate, and hedge funds. Marketlog adds options, currencies, and cryptos on top.
Does Envestnet Wealth Management Platform or Marketlog have real-time data?
Marketlog offers real-time data, which matters if you trade actively. Envestnet Wealth Management Platform runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Envestnet Wealth Management Platform and Marketlog?
Envestnet Wealth Management Platform exports to CSV and Excel. Marketlog is stingier about getting data out.
Can Envestnet Wealth Management Platform or Marketlog connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Is Envestnet Wealth Management Platform or Marketlog better for day trading?
Marketlog is the one positioned more for active traders. Envestnet Wealth Management Platform is the better fit if you care less about fast trading workflows and more about a calmer research process.
Can I track my portfolio with Envestnet Wealth Management Platform or Marketlog?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.