Envestnet MoneyGuide vs. Experian Account & Portfolio Management

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

Incentivized

• Easy to read credit details
• Extensive credit details
• Up to date credit details
• Alerts are detectable
• Business connections to link accounts are easily found

Incentivized

• 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

Incentivized

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

Incentivized

• 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

Incentivized