Envestnet Wealth Management Platform vs Snowball Analytics comparison

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

Snowball Analytics 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 Snowball Analytics and upgrade later if you need more advanced features.

Snowball Analytics is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Envestnet Wealth Management Platform provides API access for programmatic data retrieval and custom integrations. Snowball Analytics doesn't currently offer an API, so you'll need to use their web interface.

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 Snowball Analytics if Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., and Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies. better fits how you invest.

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

Both platforms let you export data to spreadsheets (CSV). This is useful for custom analysis or record-keeping.

Envestnet Wealth Management Platform connects with brokers for portfolio syncing. Snowball Analytics requires manual portfolio entry or data import.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.