AdvisorEngine vs. Wolters Kluwer OneSumX
AdvisorEngine vs. Wolters Kluwer OneSumX
| Product | Rating | Most Used By | Product Summary | Starting Price |
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AdvisorEngine | N/A | AdvisorEngine in New York offers their enterprise B2B digital wealth management technology platform. Built for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. AdvisorEngine integrates with various technologies and financial services CRMs such as the company's own Junxure, as well as Redtail, Salesforce, and other tools. | N/A | |
![]() OneSumX | N/A | OneSumX, from Wolters Kluwer, is a product line providing compliance management, risk management, and financial crime control. | N/A |
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| Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
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| Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
| Additional Details | — | — | ||||||||||||||
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| AdvisorEngine | Wolters Kluwer OneSumX |
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| Governance, Risk & Compliance |
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| AdvisorEngine | Wolters Kluwer OneSumX | |
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| Small Businesses | No answers on this topic | Egnyte Score 9.4 out of 10 |
| Medium-sized Companies | No answers on this topic | Forcepoint DLP Score 7.9 out of 10 |
| Enterprises | No answers on this topic | Forcepoint DLP Score 7.9 out of 10 |
| All Alternatives | View all alternatives | View all alternatives |
| AdvisorEngine | Wolters Kluwer OneSumX | |
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| Likelihood to Recommend | - (0 ratings) | 9.0 (1 ratings) |
| AdvisorEngine | Wolters Kluwer OneSumX | |
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| Likelihood to Recommend | ![]() AdvisorEngine No answers on this topic | ![]() Wolters Kluwer
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| Pros | ![]() AdvisorEngine No answers on this topic | ![]() Wolters Kluwer
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| Cons | ![]() AdvisorEngine No answers on this topic | ![]() Wolters Kluwer
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| Alternatives Considered | ![]() AdvisorEngine No answers on this topic | ![]() Wolters Kluwer
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| Return on Investment | ![]() AdvisorEngine No answers on this topic | ![]() Wolters Kluwer
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