Envestnet Wealth vs Pigment

Detailed side-by-side comparison to help you choose the right solution for your team

Updated Mar 2026 8 min read

Envestnet Wealth

Envestnet Wealth is a comprehensive financial technology platform that provides independent advisors and institutions with integrated portfolio management, financial planning, and data-driven investment solutions to grow their practices.

0.0 (0 reviews)
Starting at --
Free Trial 14 days
VS

Pigment

Pigment is a business planning platform that helps you navigate uncertainty and make confident decisions by connecting your data, people, and processes in one real-time collaborative workspace.

0.0 (0 reviews)
Starting at --
Free Trial 30 days

Quick Comparison

Feature Monday.com Asana
Starting Price $8/user/mo $10.99/user/mo
Free Plan ✓ Yes (2 seats) ✓ Yes (15 users)
Free Trial 14 days 30 days
Deployment Cloud-based Cloud-based
Mobile Apps ✓ iOS, Android ✓ iOS, Android
Integrations 200+ 100+
Gantt Charts ✓ Timeline view ✓ Timeline view
Automation ✓ Advanced ✓ Basic
Best For Visual teams, automation Task-focused teams

Overview

E

Envestnet Wealth

<p>Envestnet Wealth provides you with a unified ecosystem to manage every aspect of your advisory practice. You can transition from high-level financial planning to detailed portfolio construction and execution within a single interface. The platform connects your front-office client interactions with back-office administrative tasks, allowing you to spend less time on manual data entry and more time building client relationships. </p> <p>You can access a vast marketplace of investment products, including unified managed accounts (UMA) and tax-overlay services. By integrating data aggregation and behavioral analytics, the software helps you provide more personalized advice based on a complete view of your clients' financial lives. It is designed primarily for independent registered investment advisors (RIAs), wealth management firms, and large financial institutions looking to scale their operations.</p>

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Pigment

<p>Pigment is a modern business planning platform designed to replace rigid spreadsheets with a flexible, multidimensional workspace. You can integrate data from your entire tech stack—including ERP, CRM, and HRIS systems—to create a single source of truth for your organization. This allows you to build complex financial models, perform what-if analysis, and run multiple scenarios in seconds rather than days. </p> <p>You can empower your teams to collaborate across departments like Finance, Sales, and HR without worrying about broken formulas or version control issues. The platform scales easily as your company grows, providing the security and governance required by large enterprises while maintaining the agility of a startup. It is particularly effective for high-growth companies that need to move away from manual planning processes.</p>

Pricing Comparison

M

Envestnet Wealth Pricing

Free
$0
  • Up to 2 seats
  • Unlimited boards
  • 200+ templates
A

Pigment Pricing

Free
$0
  • Up to 15 users
  • Unlimited tasks
  • List & Board views

Pros & Cons

M

Envestnet Wealth

Pros

  • Highly visual and intuitive
  • Powerful automation
  • 200+ integrations
  • Great mobile apps

Cons

  • Can get expensive for larger teams
  • Free plan limited to 2 users
  • Learning curve for advanced features
A

Pigment

Pros

  • Excellent task dependencies
  • Free plan supports 15 users
  • Strong reporting features
  • Great for enterprise teams

Cons

  • Higher starting price
  • Less visual than Monday.com
  • Fewer integrations

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