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Description
Evaluate investments within a portfolio framework in just minutes. You can either import existing portfolios or create new ones, explore various models, or access your previously saved portfolios to begin the process. The 360° Evaluator allows for an objective assessment of your portfolio by examining crucial factors such as exposure distributions, costs, risk elements, and additional metrics. It also enables advisors to generate tailored client reports that illustrate the value they provide. By utilizing the 360° Evaluator, advisors can ensure that portfolios are optimized to meet their intended goals while facilitating the sharing of vital information with clients. Leveraging data and analytics from Aladdin, this tool allows advisors to efficiently identify key portfolio attributes, make comparisons with other portfolios, and adapt strategies in response to market changes and client needs. Furthermore, investment concepts can be communicated to clients in a straightforward and visually engaging manner. The client report generated by the 360° Evaluator includes a comprehensive portfolio overview that features details on holdings, analytics, insights, and more, providing clients with a deeper understanding of their investments. This streamlined approach not only enhances client relationships but also fosters confidence in the advisor's expertise.
Description
Envestnet Analytics enables the conversion of data into valuable insights that drive decision-making. By utilizing sophisticated analytical tools on an extensive array of data, firms can reveal important trends within their practices and portfolios, leading to significant business advantages. This allows organizations to pinpoint crucial factors influencing their operations, recognize existing risks, and discover optimal avenues for growth. The Envestnet Enterprise Portal provides access to comprehensive data intelligence dashboards, enhancing firms' ability to effectively manage and steer their business. With the capabilities offered by Envestnet Analytics, firms gain access to powerful instruments that provide visibility into advisors' activities—such as identifying top performers and the specific products and programs they engage with. Furthermore, organizations can uncover areas ripe for improvement and professional development, ensuring continuous growth and adaptation. They are also able to monitor asset growth, identify product trends, and evaluate their performance relative to peers within the Envestnet ecosystem, which fosters a competitive edge in the industry. This holistic approach to data management amplifies their strategic decision-making and aligns their business objectives with real-time analytics.
API Access
Has API
API Access
Has API
Integrations
Aladdin Wealth
Apiboost
LendingWise
MoneyGuidePro
Nitrogen
Pontera
Integrations
Aladdin Wealth
Apiboost
LendingWise
MoneyGuidePro
Nitrogen
Pontera
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
BlackRock
Founded
1988
Country
United States
Website
www.blackrock.com/us/financial-professionals/tools/360-evaluator
Vendor Details
Company Name
Envestnet
Founded
2008
Country
United States
Website
www.envestnet.com/envestnetanalytics
Product Features
Product Features
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics