Comparar Wealth-X Professional e WealthEngine

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Usuário Verificado em Non-Profit Organization Management

I like that it has such a large database of dossiers.

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Usuário Verificado em Non-Profit Organization Management

THE ABILITY TO SCREEN LARGE PORTFOLIOS THEN DIG DEEPER ON INDIVIDUALS

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Usuário Verificado em Non-Profit Organization Management

Their accuracy has taken a significant decline over the last couple of years. Their customer service has had some issues, but seems to be improving with new ownership (Euromoney). They have recently had problems with their Salesforce integration package.