Experian Account & Portfolio Management vs. Portseido

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Experian Account & Portfolio Management
Score 8.5 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
Portseido
Score 0.0 out of 10
N/A
With users among investors in over 160+ countries, Portseido is a portfolio tracker that helps track all investments in one place and manage dividends. It is a portfolio and dividend tracker that provides analytics and visualizations of the portfolio, with historical performance, trade analytics, and allocations, and it is accessible from a mobile device. Users can track all investments, see past and future dividends, monitor asset allocations, measure and benchmark portfolio…
$0
per month per user
Pricing
Experian Account & Portfolio ManagementPortseido
Editions & Modules
No answers on this topic
Free
$0
per month per user
Plus Monthly
$10
per month per user
Pro Monthly
$15
per month per user
Plus Annual
$96
per year per user
Pro Annual
$144
per year per user
Offerings
Pricing Offerings
Experian Account & Portfolio ManagementPortseido
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 ManagementPortseido
Likelihood to Recommend
9.0
(2 ratings)
-
(0 ratings)
User Testimonials
Experian Account & Portfolio ManagementPortseido
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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Portseido
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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Portseido
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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Portseido
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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Portseido
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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Portseido
No answers on this topic
ScreenShots

Portseido Screenshots

Screenshot of Portseido Portfolio and Dividend TrackerScreenshot of Portseido Dividend TrackerScreenshot of Portseido Goal Tracker