Experian Account & Portfolio Management vs. Navexa

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
Navexa
Score 0.0 out of 10
N/A
Navexa is a portfolio performance tracking & tax reporting tool that helps individuals optimize their investment journey. The web and mobile-based platform integrates with both stock broker and crypto exchange accounts to provide comprehensive, detailed portfolio performance tracking. Navexa's performance calculation engine shows users their simple and CAGR returns, and breaks performance down by capital gains, dividend income and currency gain at both the portfolio and…
$12
per month
Pricing
Experian Account & Portfolio ManagementNavexa
Editions & Modules
No answers on this topic
Free
$0
Standard
$12
per month
Plus
$15
per month
Offerings
Pricing Offerings
Experian Account & Portfolio ManagementNavexa
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
User Ratings
Experian Account & Portfolio ManagementNavexa
Likelihood to Recommend
9.0
(2 ratings)
-
(0 ratings)
User Testimonials
Experian Account & Portfolio ManagementNavexa
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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Navexa
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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Navexa
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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Navexa
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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Navexa
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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Navexa
No answers on this topic
ScreenShots

Navexa Screenshots

Screenshot of Portfolio overviewScreenshot of Holding screenScreenshot of Portfolio contributions screenScreenshot of Capital gains tax toolScreenshot of Taxable income tool