Morningstar Advisor Workstation vs. uberVu (discontinued)

The ease of use and vast field of data available helps one make informed decisions on what to keep and what to replace. The historical views allows one to view the trend and help decide if the holding should be kept, replaced or closely monitored. Data all in one easy to read place!

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

I liked uberVU a lot, and thought I was lucky to have found them (they actually responded to my tweet when I was vendor-searching, which was good to know as they were doing just what we were planning to use the software for). They are relatively small, which allows to have a great personal relationship and we felt very valued as a client. They provided great value - some of their competitors allow for more features (which explains their higher price), but there was no way to opt out of the unnecessary features to lower the price - uberVU didn't have any of that, it was just what we needed and in our price range

• Amazing Comparisons
• Easy to read charts
• Diverse database

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

• Easy to see what people are saying on social media about clients.
• Creates reports that can be limited to certain time frames.
• Able to see the reach of users so you can breakdown by influencers.

• Pink sheet items
• More sub-accounts for variable products
• Automated comparisons

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

• I honestly didn't have any issues with them. Being able to set the real-time alerts as "every 15 minutes" took some figuring out to do, and we were still in the trial mode while we did that - it wasn't particularly intuitive for other users, but once we walked them through, everything worked well.

I find it a great tool in the digital strategy world to see what people are saying across social platforms. It's much more efficient that doing a search on the platform itself and provides a lot of information extremely quickly

Lack of AI

All the users found the product intuitive and easy to use.

A couple of times it was a little slow, but this didn't result in any negative impact for us. There was no downtime as I could recall or notice.

Every time we needed help, the support was great. We had no issues, mostly needed usability walkthroughs and had questions about features.

I got the training while I was evaluating and in the trial period. Then I trained the others myself

Not applicable since it is SAAS - all we needed was to sign up, which was easy

In terms of diversity, Morningstar is the best on the market. The way they display data, and since many financial institutions use this software, it is easy to show clients how their money is doing outside of our institution. Also allows us to show portentously clients in-depth comparisons of different investment strategies.

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

Radian6 and Brandwatch were on the short list. We picked uberVU for its combination of price and features. It did not have extra features we didn't need, they were customizable and flexible enough to meet all of our needs

• Keep good holdings
• Unload the losers
• View potential replacements

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

• Easier to handle crisis.
• Ability to find out statistics to quantify and qualify what you're doing for customers.