Advisor360 vs. Experian Account & Portfolio Management

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Advisor360
Score 0.0 out of 10
N/A
Advisor360 is a SaaS WealthTech platform that is designed to help financial advisors to increase productivity and revenue, streamline operations, and reduce costs and regulatory risk. It features a CRM and an advisor portal with tools and consolidated reporting to manage household wealth, including portfolio management, financial planning, performance reporting, and practice-level analytics.N/A
Experian Account & Portfolio Management
Score 8.6 out of 10
N/A
Experian's Account and Portfolio Management solution leverages data, analytics, models and attributes to maintain portfolio stability and drive account profitability.N/A
Pricing
Advisor360Experian Account & Portfolio Management
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Advisor360Experian Account & Portfolio Management
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
User Ratings
Advisor360Experian Account & Portfolio Management
Likelihood to Recommend
-
(0 ratings)
9.0
(2 ratings)
User Testimonials
Advisor360Experian Account & Portfolio Management
Likelihood to Recommend
Advisor360.com
No answers on this topic
Experian
It suits well for large clients dealing with lots of data and has robust system of underwriting. There are vast portfolio mix that can be imported from this product and finance companies should have large enough client base to utilise these values
Where It is not well suited, where the client needs more automated capabilities with ready to made recommendations
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Pros
Advisor360.com
No answers on this topic
Experian
  • Easy to read credit details
  • Extensive credit details
  • Up to date credit details
  • Alerts are detectable
  • Business connections to link accounts are easily found
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Cons
Advisor360.com
No answers on this topic
Experian
  • This product should provide portfolio mix encompassing very dissimilar industries more often
  • Should have some AI/ ML capabilities to segregate high risk portfolios as desired one
  • Reporting and Dashboards can be more user friendly
  • Plug and Play Integration with other tools
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Alternatives Considered
Advisor360.com
No answers on this topic
Experian
Experian is top notch and what we went with each time! It always delivered and delivered with data. It didn’t leave us making a blind decision. It has vast business reporting. It saved our company time and time again. The data is laid out in a smooth way to follow. It becomes your go to quite instantly
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Return on Investment
Advisor360.com
No answers on this topic
Experian
  • 5 percent positive impact of total customer attributes
  • 2 percent increase in ROI on acquiring customers
  • 3 percent decrease in default where our segments are used
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ScreenShots