Envestnet Wealth Management Platform vs Reflexivity comparison

Envestnet Wealth Management Platform focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while Reflexivity specializes in Screeners, Quant, and Performance Attribution. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

Both platforms require a paid subscription to access their full feature set. Compare the pricing details above to find the best value for your needs.

Envestnet Wealth Management Platform has a mobile app so you can check your research on the go. Reflexivity 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 Reflexivity if Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe-all included without the need for separate data contracts., and Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports. better fits how you invest.

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

Reflexivity 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. Reflexivity requires manual portfolio entry or data import.

Reflexivity 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.