VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Envestnet Wealth Management Platform vs StockAlert Pro comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Envestnet Wealth Management Platform
envestnet.com
At a glance
| Envestnet Wealth Management Platform | StockAlert Pro | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | — | $14.99/mo |
| Enterprise option | ||
| Available plans | Enterprise / Platform License | Basic, Premium (Monthly) |
Vote sentiment comparison
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Platform details
| Attribute | Envestnet Wealth Management Platform | StockAlert Pro |
|---|---|---|
Asset types | StocksETFsMutual FundsFundsBondsReal EstateHedge FundsPrivate Funds | StocksETFs |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEurope |
Data freshness | Not specified | 15-min DelayedEnd of Day |
API access | REST | REST |
Export formats | CSVExcel | JSON |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Envestnet Wealth Management Platform only.
Categories covered by StockAlert Pro only.
Frequently Asked Questions
What's the difference between Envestnet Wealth Management Platform and StockAlert Pro?
Envestnet Wealth Management Platform focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while StockAlert Pro specializes in Alerts, Calendar, and Dividends. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
Is Envestnet Wealth Management Platform or StockAlert Pro free to use?
StockAlert Pro 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 StockAlert Pro and upgrade later if you need more advanced features.
Which is better for beginners—Envestnet Wealth Management Platform or StockAlert Pro?
StockAlert Pro is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Can I use Envestnet Wealth Management Platform or StockAlert Pro on my phone?
Envestnet Wealth Management Platform has a mobile app so you can check your research on the go. StockAlert Pro is web-only, so you'll need a browser to access it from mobile devices.
Do Envestnet Wealth Management Platform and StockAlert Pro have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose Envestnet Wealth Management Platform or StockAlert Pro?
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 StockAlert Pro if 21 alert types across price, technical (MA crosses, RSI), volume, fundamentals (P/E & forward P/E), dividends (ex‑date/payment), and time‑based reminders., and Minute‑by‑minute monitoring during regular, pre‑market, and after‑hours sessions; notifications within seconds when conditions are met. better fits how you invest.
What asset classes do Envestnet Wealth Management Platform and StockAlert Pro cover?
Both cover Stocks, and ETFs. Envestnet Wealth Management Platform also includes Mutual Funds, Funds, Bonds, Real Estate, Hedge Funds, and Private Funds.
Can I export data from Envestnet Wealth Management Platform and StockAlert Pro?
Envestnet Wealth Management Platform supports data exports to CSV, and Excel. StockAlert Pro has more limited export options.
Can Envestnet Wealth Management Platform or StockAlert Pro connect to my broker?
Envestnet Wealth Management Platform connects with brokers for portfolio syncing. StockAlert Pro requires manual portfolio entry or data import.
Which has a better stock screener—Envestnet Wealth Management Platform or StockAlert Pro?
StockAlert Pro includes a stock screener for finding investment ideas. Envestnet Wealth Management Platform focuses on other analytical tools.
Can I track my portfolio with Envestnet Wealth Management Platform or StockAlert Pro?
Envestnet Wealth Management Platform offers portfolio tracking features. StockAlert Pro is more focused on research and analysis.
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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.