Likelihood to Recommend 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 I think it is well suited for planners that are just starting out and have an appreciation for cash flow analysis for their clients. I think it is more bang for your buck in that regard. The cash flow analysis can be a helpful addition when discussing client finances because it's easy to say that goals will be reached, but it's better to describe, year by year, how a client's cash flow will look.
Read full review Pros 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 User friendly Easy client access Capability to embed code into our website Customizable colors for the reports Weekly meetups to educate us more on how the platform is used Read full review Cons 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 Customize the colors on the main platform Continue to build tutorial videos as the platform expands Allow us to manually input budget data for budget tracking purposes Read full review Alternatives Considered 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 Again, as I mentioned before, RightCapital seems to be much more user-friendly for people starting out because of how intuitive the platform is. In addition, it beats on cost and flexibility, in my opinion. I think the cost per advisor with eMoney can be around $3600, and RightCapital is half that. Now there may be services that I will need as I grow that will compel me to switch, but I am not there yet and am unwilling to lose the features that RightCapital provides.
Read full review Return on Investment 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 It has been a huge closing tool for new clients when we can present current and proposed strategies. The illustration is compelling. We use the reports feature to help compose financial plans which is a service offering The Vault is used as a risk management control for legal and regulatory purposes. Read full review ScreenShots