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ease
features
design
support

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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

The WAMapps platform seamlessly integrates complex data across various funds, regions, and service lines, ensuring security throughout the process. Designed specifically for asset management and wealth management firms, it highlights opportunities while they are still emerging anomalies, fostering better connectivity within your organization. As a comprehensive global data, reporting, and analytics solution, WAMapps revolutionizes the fund service experience, enhancing collaboration and consistently adding value to your daily operations. By utilizing WAMapps, you can focus on your core competencies, moving beyond mere automation and precision to achieve insights that guide your front office toward future success. This platform uncovers profound insights drawn from extensive data sets, providing a real-time perspective on all areas of the business and enabling us to be more proactive and adaptable. Ultimately, WAMapps empowers firms to navigate the complexities of the financial landscape with confidence and clarity.

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

EY

Country

United Kingdom

Website

www.ey.com/en_us/wealth-asset-management/wam-apps

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

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

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