Factiva vs. Wealthbox CRM

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.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Workflow Customization
• Ease of Use with setting up Advisor and Contact Info

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• The UX leaves room to be desired
• There are often repetitive entries
• The functionality can be confusing

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Wealthbox is more user friendly and has a better view

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info