1 Reviews and Ratings
9 Reviews and Ratings
Well suited: 1. We use Data Central to run queries & fetch data. 2. It's an amazing tools where we create multiple profiles with Query & then create multiple job id's for each profile. & then we run the query for the jobs. 3. Its so customizable as we can fetch the data through query for a particular, day, week, month, year. Least Suited: 1. Its very complicated for new users. 2. Data integration with multiple tables is a challenging during any launches. 3. Implementation is very time consuming since it involves large amount of data. 4. The output from the query is stored for maximum of 1 year & can't be retained for more than a year.Incentivized
Financial planning provides clients with benchmarks for achieving their financial goals regardless of whether their needs are simple or complex. The client portal allows clients to access their data through an efficient and transparent process, which helps strengthen the relationship between client and firm. The account aggregation software gives clients a complete picture of all transactions and details.Incentivized
We use Data Central to run queries & fetch data.It's an amazing tools where we create multiple profiles with Query & then create multiple job id's for each profile. & then we run the query for the jobsIts so customizable as we can fetch the data through query for a particular, day, week, month, year.Incentivized
Account AggregationInvestment GoalsSocial Security AnalyzerIncentivized
Its very complicated for new usersData integration with multiple tables is a challenging during any launchesImplementation is very time consuming since it involves large amount of dataThe output from the query is stored for maximum of 1 year & can't be retained for more than a yearIncentivized
More concise reportsBetter account aggregation softwareBetter communication with staff on updatesIncentivized
Haven't tried any alternatives to Data Central as what we were looking for was very unique & customizable solutions. So, we went ahead with Data Central only. As we were able to scale our operations & appplications through it.We use Data Central to run queries & fetch data. It's so customizable as we can fetch the data through query for a particular, day, week, month, year.Incentivized
Better dashboard for Advisors to uncover insights and new investment possibilities and monitor investment allocation strategies that take actions to improve clients' retirement success. The system allows the firm to be more intuitive with integrations, providing the firm the ability to work more efficiently with less downtime compared to the other systems we evaluated Incentivized
We use Data Central to run queries & fetch data.It's an amazing tools where we create multiple profiles with Query & then create multiple job id's for each profile. & then we run the query for the jobsIts so customizable as we can fetch the data through query for a particular, day, week, month, year.Data integration with multiple tables is a challenging during any launchesThe output from the query is stored for maximum of 1 year & can't be retained for more than a yearIncentivized
Client referralsClients willing to invest new moneyStronger bond between client and firmIncentivized