Likelihood to Recommend 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.
Read full review 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
Read full review Pros Account Aggregation Investment Goals Social Security Analyzer Read full review Easy to read credit details Extensive credit details Up to date credit details Alerts are detectable Business connections to link accounts are easily found Read full review Cons More concise reports Better account aggregation software Better communication with staff on updates Read full review 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 Read full review Alternatives Considered 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
Read full review 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
Read full review Return on Investment Client referrals Clients willing to invest new money Stronger bond between client and firm Read full review 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 Read full review ScreenShots