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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.

Description

FINTRX delivers precise and thorough intelligence on private wealth, enabling you to secure additional meetings, enhance operational efficiency, and broaden your professional network. Our platform provides insight into global family office entities and the key decision-makers within them. Leading financial institutions utilize our advanced algorithms and extensive research capabilities to navigate the intricate and swiftly evolving private wealth landscape more effectively. With FINTRX, you gain access to detailed private wealth data on Family Offices and Registered Investment Advisors (RIAs). This ensures that you receive up-to-date and reliable information, which propels your ability to arrange more meetings, improve efficiency, and foster business growth. Instantly identify relevant decision-makers utilizing potent search filters and queries tailored to your needs. Moreover, you can sift through various investment interests, assets under management (AUM), asset flows, intent signals, potential collaborators, and much more, enabling you to uncover critical data precisely when you require it. Our platform is designed to support your strategic initiatives and drive your success in the competitive financial landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Apiboost
LendingWise
MoneyGuidePro
Nitrogen
Pontera

Integrations

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

Envestnet

Founded

2008

Country

United States

Website

www.envestnet.com/envestnetanalytics

Vendor Details

Company Name

Capital Hedge

Website

www.capitalhedge.net

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

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

Alternatives

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