VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Friday, December 12, 2025

Tool Comparison

Envestnet Wealth Management Platform vs Semrush 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 Semrush skips.

Semrush includes App & Website Traffic, Sheets / Excel Add-ins, and Blogs categories that Envestnet Wealth Management Platform omits.

Semrush 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.

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

Semrush

semrush.com

Comprehensive SEO, marketing, and web traffic analytics platform. API access for core Analytics and Projects requires a Business plan, with usage billed in API units. Some APIs-like Listing Management and Map Rank Tracker-don’t consume units. Enterprise security options include SAML SSO on Guru and Business tiers. A 7-day free trial is available for all paid plans.

Platforms

WebMobileAPI

Pricing

FreeSubscription

Quick highlights

Traffic Analytics tools to examine any website’s visitors, sources, engagement metrics, and competitive benchmarks.
Rich API suite: Analytics and Projects APIs (Business plan), Trends API, Listing Management, and Map Rank Tracker. Current versions support API key (v3) and OAuth 2.0 with JSON (v4).
API consumption billed in ‘units’ per request or per line of data. Historical queries cost more; some APIs like Listing Management and Map Rank Tracker are excluded from unit billing.
Flexible exports in CSV, Excel, and PDF across tools. Position Tracking and Site Audit modules generate PDF reports; Position Tracking also supports direct Google Sheets export.
Google Sheets integration through the App Center ‘AI Automated Data Connector’ for automated reporting pipelines.

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

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.

Semrush

Distinct strengths include:

App & Website Traffic Sheets / Excel Add-ins Blogs

Traffic Analytics tools to examine any website’s visitors, sources, engagement metrics, and competitive benchmarks.
Rich API suite: Analytics and Projects APIs (Business plan), Trends API, Listing Management, and Map Rank Tracker. Current versions support API key (v3) and OAuth 2.0 with JSON (v4).
API consumption billed in ‘units’ per request or per line of data. Historical queries cost more; some APIs like Listing Management and Map Rank Tracker are excluded from unit billing.
Flexible exports in CSV, Excel, and PDF across tools. Position Tracking and Site Audit modules generate PDF reports; Position Tracking also supports direct Google Sheets export.

Feature-by-feature breakdown

Attribute	Envestnet Wealth Management Platform	Semrush
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: App & Website Traffic, Sheets / Excel Add-ins, Blogs
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, Mobile, API
Pricing High-level pricing models	Subscription	Free, Subscription
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 Traffic Analytics tools to examine any website’s visitors, sources, engagement metrics, and competitive benchmarks. Rich API suite: Analytics and Projects APIs (Business plan), Trends API, Listing Management, and Map Rank Tracker. Current versions support API key (v3) and OAuth 2.0 with JSON (v4). API consumption billed in ‘units’ per request or per line of data. Historical queries cost more; some APIs like Listing Management and Map Rank Tracker are excluded from unit billing. Flexible exports in CSV, Excel, and PDF across tools. Position Tracking and Site Audit modules generate PDF reports; Position Tracking also supports direct Google Sheets export. Google Sheets integration through the App Center ‘AI Automated Data Connector’ for automated reporting pipelines. Native integrations with Google Analytics and Google Search Console to combine marketing and search performance data.
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 Semrush 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?

Semrush 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 Semrush?

Both Envestnet Wealth Management Platform and Semrush 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 Semrush stands out for Traffic Analytics tools to examine any website’s visitors, sources, engagement metrics, and competitive benchmarks., Rich API suite: Analytics and Projects APIs (Business plan), Trends API, Listing Management, and Map Rank Tracker. Current versions support API key (v3) and OAuth 2.0 with JSON (v4)., and API consumption billed in ‘units’ per request or per line of data. Historical queries cost more; some APIs like Listing Management and Map Rank Tracker are excluded from unit billing..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.