Factiva vs. Wealthbox CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Factiva
Score 8.1 out of 10
N/A
Factiva from Dow Jones is a data service that helps companies identify opportunities, accelerate decisions and manage a business's reputation, that includes global news and data accessible via the Dow Jones' research platform, on mobile devices or integrated via advanced feeds and APIs.N/A
Wealthbox CRM
Score 8.5 out of 10
N/A
Wealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows.N/A
Pricing
FactivaWealthbox CRM
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
FactivaWealthbox CRM
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
Community Pulse
FactivaWealthbox CRM
Best Alternatives
FactivaWealthbox CRM
Small Businesses
Lead411
Lead411
Score 8.3 out of 10
Affinity CRM
Affinity CRM
Score 9.2 out of 10
Medium-sized Companies
Lead411
Lead411
Score 8.3 out of 10

No answers on this topic

Enterprises
D&B Hoovers
D&B Hoovers
Score 8.0 out of 10

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
FactivaWealthbox CRM
Likelihood to Recommend
9.0
(5 ratings)
8.0
(1 ratings)
User Testimonials
FactivaWealthbox CRM
Likelihood to Recommend
Dow Jones
A large part of our work depends on the ability to source quality media content from a breadth of dependable sources globally. This is Factiva's bread and butter: it has a very comprehensive list of 'quality' media sources such as nationals, dailies, business journals and magazines from around the world that are easily mined for the content they hold. If you're thinking about anything other than these 'traditional' media sources then Factiva probably isn't your thing. It doesn't do social media.
Read full review
Starburst Labs
Wealthbox CRM is great with looking up advisor information. It looks a lot like a Facebook profile -- you can quickly make a comment to record a phone conversation, post an email, etc. The customizable workflows are great for due dates and keeping steps within your business.
Read full review
Pros
Dow Jones
  • Factiva offers excellent search builders so that I am able to narrow my search to specific companies or topics very easily.
  • Factiva combines a large number of credible sources into one place and allows me to search all of these sources.
  • Factiva's use of timestamps helps me understand when the news was known by the market which allows me to analyze how (if at all) that particular piece of news impacted the company's stock price.
  • Provides an excellent starting place for learning about a company and/or industry.
Read full review
Starburst Labs
  • Workflow Customization
  • Ease of Use with setting up Advisor and Contact Info
Read full review
Cons
Dow Jones
  • The UX leaves room to be desired
  • There are often repetitive entries
  • The functionality can be confusing
Read full review
Starburst Labs
  • Workflow Glitches - workflows will sometimes not move to the next step or will continue to spin in a "loading" fashion. Can be frustrating and slows down business.
  • Issues do not get resolved timely.
Read full review
Alternatives Considered
Dow Jones
At the time, Factiva was already being used by the company I worked for - they had developed procedures specifically for using Factiva, so there wasn't really an option. I've used Lexis, Westlaw and Bloomberg exclusively for legal research, so there wasn't really an overlap with Factiva.
Read full review
Starburst Labs
Wealthbox is more user friendly and has a better view
Read full review
Return on Investment
Dow Jones
No answers on this topic
Starburst Labs
  • Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next.
Read full review
ScreenShots