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Advisor360 vs. Wolters Kluwer OneSumX

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Advisor360

    N/AN/AAdvisor360 is a SaaS WealthTech platform that is designed to help financial advisors to increase productivity and revenue, streamline operations, and reduce costs and regulatory risk. It features a CRM and an advisor portal with tools and consolidated reporting to manage household wealth, including portfolio management, financial planning, performance reporting, and practice-level analytics.N/A

    OneSumX

    Score9 out of 10
    N/AOneSumX, from Wolters Kluwer, is a product line providing compliance management, risk management, and financial crime control.N/A
    Pricing
    Advisor360OneSumX
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Advisor360OneSumX
    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
    Features
    Advisor360OneSumX
    Governance, Risk & Compliance
    Comparison of Governance, Risk & Compliance features of Advisor360 and Wolters Kluwer OneSumX
    Feature
    Advisor360
    -
    Ratings
    Wolters Kluwer OneSumX
    9.0
    1 Ratings
    18% above category average
    Common repository of GRC items00 Ratings9.01 Ratings
    Risk management00 Ratings10.01 Ratings
    Integration with Corporate Performance Management (CPM) systems00 Ratings8.01 Ratings
    GRC policy management00 Ratings9.01 Ratings
    Incident management00 Ratings9.01 Ratings
    User Ratings
    Advisor360OneSumX
    Likelihood to Recommend
    -
    (0 ratings)
    9.0
    (1 ratings)
    User Testimonials
    Advisor360OneSumX
    Likelihood to Recommend
    Advisor360.com
    No answers on this topic
    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.
    Incentivized
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    Pros
    Advisor360.com
    No answers on this topic
    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.
    Incentivized
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    Cons
    Advisor360.com
    No answers on this topic
    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.
    Incentivized
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    Alternatives Considered
    Advisor360.com
    No answers on this topic
    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.
    Incentivized
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    Return on Investment
    Advisor360.com
    No answers on this topic
    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.
    Incentivized
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