VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Envestnet Wealth Management Platform vs Sharesight
Pick Envestnet Wealth Management Platform instead if
Envestnet Wealth Management Platform
Contact for pricing · Web · Mobile · API
- You want webhooks.
Start here
Sharesight
Free • Paid plans available · Web · Mobile · API
- You'd rather start free and only pay if you outgrow it
- You want risk metrics, performance attribution, and downloadable tax reports.
- You're newer to investing and want something approachable
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 Sharesight cover a lot of the same ground (5 shared categories, including wealth management, portfolio, and advisor operations), so for the basics you won't go far wrong with either. Sharesight simply does more: 13 categories to Envestnet Wealth Management Platform's 6, including risk metrics, performance attribution, and downloadable tax reports. Envestnet Wealth Management Platform counters by keeping things simpler.
What readers say
Envestnet Wealth Management Platform
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Sharesight
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Key differences at a glance
- Free plan
- Sharesight
- Free trial
- Sharesight14 days
- Broader coverage
- Sharesight13 vs 6 categories
- Beginner friendly
- Sharesight
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 • Paid plans available |
Free tier | No | Yes |
Free trial | — | 14 days |
Plan limits | — | 14 limits: Free: portfolios: 1, Free: holdings: 10 +12 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | Yes |
Broker sync | Yes | Yes |
Integrations | Schwab, Fidelity +9 more | Interactive Brokers, Trading 212 +4 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors, Financial Advisors +3 more | Retail Traders, Pro Retail +6 more |
Categories covered | 6 | 13 |
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: End of Day, Granularity: EOD +3 more |
Capabilities | 24 signals: Monte Carlo, Broker sync +22 more | 11 signals: Broker sync, Portfolio attribution +9 more |
Security | 4 signals: SOC2, SSO: SAML +2 more | 5 signals: SOC2, Data residency: Other +3 more |
| Try it | Visit Envestnet Wealth Management Platform | Visit Sharesight |
Where each one shines
What Envestnet Wealth Management Platform and Sharesight each do best.ShowHide
Where each one shines
What Envestnet Wealth Management Platform and Sharesight 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 Sharesight does best
- Track listed and unlisted investments, including stocks, ETFs, funds, bonds, crypto, cash, property, and custom assets.
- Import trades from supported brokers and finance apps, or use CSV and manual entry when a connection is unavailable.
- Measure returns with performance, multi-period, diversity, exposure, contribution, drawdown, and benchmark reports where the plan permits.
- Record dividends, reinvestment plans, splits, and other corporate actions with income and tax reports tied to portfolio tax residency.
- Convert foreign holdings into a base currency and review valuation and currency effects.
Every detail we compared
Every tracked attribute for Envestnet Wealth Management Platform and Sharesight, side by side.ShowHide
Every detail we compared
Every tracked attribute for Envestnet Wealth Management Platform and Sharesight, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsFundsBondsReal EstateHedge FundsPrivate Funds | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset Managers | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Not specified | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeyWebhooksDocs | Auth: OAuth2Docs |
Import methods | Not specified | CSVBrokerOAuthManual |
Integrations | SchwabFidelityRBCInteractive BrokersFolio InstitutionalLPL FinancialWealthboxSS&C Salentica+3 more | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero |
Export formats | CSVExcel | CSVPDF |
| Plans & trust | ||
Security & compliance | SOC2SSO: SAMLEncryption at restEncryption in transit | SOC2Data residency: OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Monte CarloBroker syncCorrelationHouseholdingAlternatives supportDrift monitoringModel portfoliosSleeve-level+16 more | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more |
Vendor & support | Envestnet, Inc.Country: USSupport: Email | Sharesight Pty LtdCountry: AustraliaSupport: 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: 10 · +1 more |
| Entry paid plan | — | €7/mo“Starter”portfolios: 1 · holdings: 30 · +1 more |
| Tier 2 | — | €17/mo“Standard”portfolios: 4 · holdings: Unlimited · +1 more |
| Tier 3 | — | €23/mo“Premium”portfolios: 10 · holdings: Unlimited · +1 more |
| Top plan | — | €13.50/mo“Business”min portfolios: 5 · tiers: 5-19: €13.5; 20-49: €12; 50-99: €10.5; 100+: €9.2 per portfolio month... |
| Custom / enterprise | Contact sales“Enterprise / Platform License” | — |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between Envestnet Wealth Management Platform and Sharesight?
Envestnet Wealth Management Platform leans toward wealth management, portfolio, and advisor operations, while Sharesight puts more weight on portfolio, risk metrics, and performance attribution. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
Is Envestnet Wealth Management Platform or Sharesight free to use?
Sharesight has a free tier, so you can get started without paying anything. Envestnet Wealth Management Platform is paid-only. If budget matters, start with Sharesight and see how far it takes you before opening your wallet.
Which is better for beginners: Envestnet Wealth Management Platform or Sharesight?
Sharesight is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Do Envestnet Wealth Management Platform and Sharesight have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Envestnet Wealth Management Platform or Sharesight?
It depends on what you're after. Pick Envestnet Wealth Management Platform if webhooks matter to you; go with Sharesight if you'd rather have risk metrics and performance attribution. And if you only need the basics both share, let price decide.
What asset classes do Envestnet Wealth Management Platform and Sharesight cover?
Both cover stocks, ETFs, mutual funds, and funds. Envestnet Wealth Management Platform also handles hedge funds and private funds. Sharesight adds cryptos and other on top.
Can I export data from Envestnet Wealth Management Platform and Sharesight?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Envestnet Wealth Management Platform or Sharesight connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Can I track my portfolio with Envestnet Wealth Management Platform or Sharesight?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.