Wolters Kluwer OneSumX vs. YCharts

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
OneSumX
Score 9.0 out of 10
N/A
OneSumX, from Wolters Kluwer, is a product line providing compliance management, risk management, and financial crime control.N/A
YCharts
Score 9.4 out of 10
N/A
YCharts is an investment research platform from the company of the same name in Chicago, that drives smarter investments and better client communications, serving a client base of more than 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets. YCharts helps investing professionals demonstrate their value to clients and prospects with tools that enhance client engagements and simplify often complex financial topics using visuals.N/A
Pricing
Wolters Kluwer OneSumXYCharts
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
OneSumXYCharts
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional Details
More Pricing Information
Community Pulse
Wolters Kluwer OneSumXYCharts
Features
Wolters Kluwer OneSumXYCharts
Governance, Risk & Compliance
Comparison of Governance, Risk & Compliance features of Product A and Product B
Wolters Kluwer OneSumX
9.0
1 Ratings
17% above category average
YCharts
-
Ratings
Common repository of GRC items9.01 Ratings00 Ratings
Risk management10.01 Ratings00 Ratings
Integration with Corporate Performance Management (CPM) systems8.01 Ratings00 Ratings
GRC policy management9.01 Ratings00 Ratings
Incident management9.01 Ratings00 Ratings
Financial Research
Comparison of Financial Research features of Product A and Product B
Wolters Kluwer OneSumX
-
Ratings
YCharts
10.0
1 Ratings
30% above category average
Industry-Specific Information00 Ratings10.01 Ratings
Independent Research Access00 Ratings10.01 Ratings
ESG Data00 Ratings10.01 Ratings
Credit Ratings Reports00 Ratings10.01 Ratings
Macroeconomic News00 Ratings10.01 Ratings
Search Tools00 Ratings10.01 Ratings
Best Alternatives
Wolters Kluwer OneSumXYCharts
Small Businesses
Egnyte
Egnyte
Score 9.4 out of 10

No answers on this topic

Medium-sized Companies
Forcepoint DLP
Forcepoint DLP
Score 7.8 out of 10
S&P Capital IQ
S&P Capital IQ
Score 7.8 out of 10
Enterprises
Forcepoint DLP
Forcepoint DLP
Score 7.8 out of 10
S&P Capital IQ
S&P Capital IQ
Score 7.8 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Wolters Kluwer OneSumXYCharts
Likelihood to Recommend
9.0
(1 ratings)
10.0
(1 ratings)
User Testimonials
Wolters Kluwer OneSumXYCharts
Likelihood to Recommend
Wolters Kluwer
Wolters Kluwer OneSumX is a perfect fit for almost all financial risk management needs. More to running financial risk analytics to help you keep an eye out on any possible financial risk, it offers outstanding functionalities in entire business regulatory analytics and reporting to help you run your business within its regulatory compliance.
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YCharts
I use YCharts to perform my client reviews. It helps me demonstrate the performance and decision making process. It helps me show the deep dive of investment selection, and clients can see the thought process that goes into investment decision making.
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Pros
Wolters Kluwer
  • It is easy to run various scenario analyses and stress testing on various financial activities in order to get useful metrics about possible financial risks.
  • It allows one to easily and fast process even huge amounts of data thus saving time and resources spent performing these activities.
  • It is flexible and easy to customize in order to fit your working criteria so as to best meet your financial risk management needs.
  • It is easy to have a full review of the entire balance sheet for easy data modelling.
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YCharts
  • Reporting
  • Investment research
  • Review capabilities with clients
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Cons
Wolters Kluwer
  • The price of the payment packages is a little bit high and this means it is not suitable for use by small-scaled businesses.
  • It has a wider range of features whose usage needs some time to train and master. This consumes extra resources and time.
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YCharts
  • Sandbox approach to models
  • Branding
  • Alacart reports
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Alternatives Considered
Wolters Kluwer
Everything about Wolters Kluwer OneSumX stands out when compared to other similar products. Talk of its well-organized interface and dashboard, the number and quality of financial risk management features all the way to the quality of the support offered by the support team. Its ease of deployment is another standalone factor.
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YCharts
No answers on this topic
Return on Investment
Wolters Kluwer
  • It has helped us to streamline our financial risk management experience such that we are able to detect possible financial risks in good time and deal with them accordingly.
  • It has helped us to generate accurate and transparent regulatory reports that
  • guides us in ensure regulatory compliance is met.
  • It has allowed us to run analyses on our financial processes based on different scenarios in order to detect possible financial risk threats.
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YCharts
  • Shows the high caliber of research by my firm
  • User interface is great
  • Research is amazing
Read full review
ScreenShots