Experian Account & Portfolio Management vs. GeoWealth

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Experian Account & Portfolio Management
Score 6.2 out of 10
N/A
Experian's Account and Portfolio Management solution leverages data, analytics, models and attributes to maintain portfolio stability and drive account profitability.N/A
GeoWealth
Score 0.0 out of 10
N/A
GeoWealth is a provider of wealth management technology, offering a customizable open-architecture platform and a proven spectrum of investment strategies address all the essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. Headquartered in Chicago, GeoWealth was built by professionals with knowledge of all stages of the wealth management lifecycle.N/A
Pricing
Experian Account & Portfolio ManagementGeoWealth
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Experian Account & Portfolio ManagementGeoWealth
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
User Ratings
Experian Account & Portfolio ManagementGeoWealth
Likelihood to Recommend
9.0
(2 ratings)
-
(0 ratings)
User Testimonials
Experian Account & Portfolio ManagementGeoWealth
Likelihood to Recommend
Experian
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
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GeoWealth
No answers on this topic
Pros
Experian
  • Easy to read credit details
  • Extensive credit details
  • Up to date credit details
  • Alerts are detectable
  • Business connections to link accounts are easily found
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GeoWealth
No answers on this topic
Cons
Experian
  • 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
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GeoWealth
No answers on this topic
Alternatives Considered
Experian
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
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GeoWealth
No answers on this topic
Return on Investment
Experian
  • 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
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GeoWealth
No answers on this topic
ScreenShots