RightCapital vs. TransUnion TruValidate

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.

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Neustar IP Intelligence is quick to deploy using their REST API, the data is automatically updated against one of the most robust datasets available on the market. It is well suited for developers trying to integrate with an out-of-the-box solution to lookup geolocation of website visitors in real time, and possibly build alerts or 2F-Authentication mechanisms based on suspicious activity.

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• 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

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• Helps detect fraud if a user has signed in from California only, then attempts to login from another country are made.
• Increase sales conversions by understanding geolocation of website visitors
• If your datacenters are georedundant, allows engineers to see where majority of traffic is generated and load balance accordingly.

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• 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

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• It's a bare box solution. Not feature rich.

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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.

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Google has an open source version of this, but its updates are based on the user community. Since Neustar's IP Intelligence is a paid solution, the updates are regular, the interface is streamlined with a REST API, and there is a help desk you can consult for onboarding and questions if there are issues.

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• 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.

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• Ability to build fraud detection from suspicious activities.
• Balance traffic across data centers.
• Rapid deployment, regular updates.

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