Envestnet Wealth Management Platform vs Wayback Machine (Internet Archive) comparison

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

• On‑demand archiving via Save Page Now (SPN2) with POST/GET; options include capture_outlinks, capture_all, capture_screenshot, custom UA/cookies, and conditional capture (if_not_archived_within).
• Snapshot discovery: Availability API (/wayback/v1/available) returns the closest archived capture to a URL/time; CDX Server API lists/filters captures; Memento TimeGate/TimeMap endpoints enable time‑based content negotiation.
• Operational endpoints: user status (remaining/active SPN sessions) and system status (overload/OK) for SPN2.
• Mobile & extensions: official iOS/Android apps and browser extensions (Chrome, Firefox, Safari, Edge) for quick saving and lookup.
• Quotas/limits (SPN2): per‑minute, per‑day, per‑URL, resource size and screenshot size limits; concurrency dampening by host; max outlinks/embeds returned.
• Timestamps and replay: captures are timestamped (UTC) and replayed with toolbar metadata; screenshot capture available as a separate archived asset.