Experian Account & Portfolio Management vs. Wealthbrain

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
Wealthbrain
Score 0.0 out of 10
N/A
Wealthbrain is a cloud-based Wealthtech company offering a Portfolio Management System that provides Consolidation, Analytics and Wealth Reporting of financial and lifestyle investments. It also provides a wealth tech ecosystem. Wealthbrain caters to the needs of the following segments of the wealth management sector. Wealth Management Companies Wealth Managers Independent Financial Advisors Family…N/A
Pricing
Experian Account & Portfolio ManagementWealthbrain
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Experian Account & Portfolio ManagementWealthbrain
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 ManagementWealthbrain
Likelihood to Recommend
9.0
(2 ratings)
-
(0 ratings)
User Testimonials
Experian Account & Portfolio ManagementWealthbrain
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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Wealthbrain
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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Wealthbrain
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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Wealthbrain
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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Wealthbrain
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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Wealthbrain
No answers on this topic
ScreenShots