Envestnet Wealth Management Platform vs QuantRocket comparison

Envestnet Wealth Management Platform focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while QuantRocket specializes in Screeners, Quant, and Backtesting. They overlap in 2 categories, so choose based on your preferred workflow and pricing.

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

QuantRocket 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. QuantRocket 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 QuantRocket if Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca., and Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter. better fits how you invest.

Both cover Stocks, and ETFs. Envestnet Wealth Management Platform also includes Mutual Funds, Funds, Bonds, Real Estate, Hedge Funds, and Private Funds. QuantRocket adds coverage for Futures, Currencies, and Options.

QuantRocket 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 (CSV). This is useful for custom analysis or record-keeping.

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

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

Envestnet Wealth Management Platform offers portfolio tracking features. QuantRocket is more focused on research and analysis.