Likelihood to Recommend 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.
Read full review I think it is well suited for planners that are just starting out and have an appreciation for cash flow analysis for their clients. I think it is more bang for your buck in that regard. The cash flow analysis can be a helpful addition when discussing client finances because it's easy to say that goals will be reached, but it's better to describe, year by year, how a client's cash flow will look.
Read full review Pros 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 jobs Its so customizable as we can fetch the data through query for a particular, day, week, month, year. Read full review User friendly Easy client access Capability to embed code into our website Customizable colors for the reports Weekly meetups to educate us more on how the platform is used Read full review Cons Its very complicated for new users Data integration with multiple tables is a challenging during any launches Implementation is very time consuming since it involves large amount of data The output from the query is stored for maximum of 1 year & can't be retained for more than a year Read full review Customize the colors on the main platform Continue to build tutorial videos as the platform expands Allow us to manually input budget data for budget tracking purposes Read full review Alternatives Considered 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.
Read full review Again, as I mentioned before, RightCapital seems to be much more user-friendly for people starting out because of how intuitive the platform is. In addition, it beats on cost and flexibility, in my opinion. I think the cost per advisor with eMoney can be around $3600, and RightCapital is half that. Now there may be services that I will need as I grow that will compel me to switch, but I am not there yet and am unwilling to lose the features that RightCapital provides.
Read full review Return on Investment 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 jobs Its 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 launches The output from the query is stored for maximum of 1 year & can't be retained for more than a year Read full review It has been a huge closing tool for new clients when we can present current and proposed strategies. The illustration is compelling. We use the reports feature to help compose financial plans which is a service offering The Vault is used as a risk management control for legal and regulatory purposes. Read full review ScreenShots