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Broadridge Advisor Portal VS Envestnet Platform

Compare Broadridge Advisor Portal VS Envestnet Platform and see what are their differences

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Broadridge Advisor Portal logo Broadridge Advisor Portal

Achieve more referrals, new clients, and nurture relationships through multi-channel, multi-touch marketing from Broadridge Advisor Solutions, offering the largest selection of financial advisor marketing to deliver your brand to more places for les…

Envestnet Platform logo Envestnet Platform

Envestnet Platform is an advanced-level platform that is used to find the best potential opportunities to invest and it helps you to optimize your processes related to wealth management.
  • Broadridge Advisor Portal Landing page
    Landing page //
    2019-12-26
  • Envestnet Platform Landing page
    Landing page //
    2023-10-08

Category Popularity

0-100% (relative to Broadridge Advisor Portal and Envestnet Platform)

Broadridge Advisor Portal

Envestnet Platform

Tool
37 37%
Tool
63% 63
Finance
24 24%
Finance
76% 76
Office & Productivity
100 100%
Office & Productivity
0% 0
Accounting
100 100%
Accounting
0% 0

User comments

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What are some alternatives?

When comparing Broadridge Advisor Portal and Envestnet Platform, you can also consider the following products

Money Guide Pro - Money Guide Pro is a financial planning software solution.

BlackRock Aladdin - BlackRock Aladdin is an advanced-level portfolio management software that helps you to manage and view your daily investment under the guidance of highly trained investment professionals.

Quicken - Stay in control of your monthly cash flows, budgets, and expenditures. Quicken provides a navigable interface where you can organize your debit, credit, and savings, and build good habits accordingly.

Morningstar Direct - Morningstar Direct is a web-based investment management software that offers you a wide range of features and tools to invest in potential opportunities.

Logix Financial Planning - Logix Financial Planning is a business management platform that provides various enterprise solutions with broker-dealers, registered investment advisors, and other services.

Allvue LP Portfolio Management - Allvue LP Portfolio Management is an intelligent and smart software solution that provides you with features and tools to manage the various aspects of the investment product and portfolios.

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