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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    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

    YCharts

    Score9 out of 10
    N/AYCharts 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
    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
    Features
    OneSumXYCharts
    Governance, Risk & Compliance
    Comparison of Governance, Risk & Compliance features of Wolters Kluwer OneSumX and YCharts
    Feature
    Wolters Kluwer OneSumX
    9.0
    1 Ratings
    18% 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 Wolters Kluwer OneSumX and YCharts
    Feature
    Wolters Kluwer OneSumX
    -
    Ratings
    YCharts
    10.0
    1 Ratings
    34% 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
    OneSumXYCharts
    Small Businesses
    No answers on this topic
    No answers on this topic
    Medium-sized Companies
    No answers on this topic
    S&P Capital IQ
    Score8.3 out of 10
    Enterprises
    No answers on this topic
    S&P Capital IQ
    Score8.3 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    OneSumXYCharts
    Likelihood to Recommend
    9.0
    (1 ratings)
    10.0
    (1 ratings)
    User Testimonials
    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.
    Incentivized
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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.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    YCharts
    • Reporting
    • Investment research
    • Review capabilities with clients
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    YCharts
    • Sandbox approach to models
    • Branding
    • Alacart reports
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    YCharts
    • Shows the high caliber of research by my firm
    • User interface is great
    • Research is amazing
    Incentivized
    Read full review
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