FactSet vs ATWeb vs NaviPlan

FactSet

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ATWeb

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NaviPlan

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Description

FactSet

FactSet

FactSet is a software that provides financial data and analytics to investment professionals. It's a tool designed for people who work in finance, like analysts and portfolio managers, to help them ma... Read More
ATWeb

ATWeb

ATWeb is designed to streamline how businesses manage their online presence. Our software makes it easy for companies to handle all aspects of their websites, from updating content to analyzing visito... Read More
NaviPlan

NaviPlan

NaviPlan is a software designed to help financial advisors provide comprehensive and personalized financial planning to their clients. It works by allowing advisors to create detailed financial plans ... Read More

Contact Info

Year founded :

1978

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United States

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Year founded :

2016

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Brazil

http://www.linkedin.com/company/atweb

Year founded :

Not Available

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Features

Market Data Solutions

Real-Time Data
Historical Data

Client Support

Personalized Training
24/7 Customer Service

Portfolio Management

Risk Analysis
Performance Tracking

Analytics and Insights

Custom Reports
Advanced Analytics

Collaboration Tools

Team Messaging
Task Management
File Sharing

User-Friendly Dashboard

Quick Access Menu
Customizable Widgets
Intuitive Interface

Performance Insights

Custom Reports
Real-Time Analytics
Goal Tracking

Risk Management

Scenario Analysis
Risk Assessment Tools

Data Integration

API Integration
Import Financial Data

Client Interaction

Interactive Client Portal
Plan Presentation Tools

Financial Planning

Goal-Based Planning
Comprehensive Plan Creation

Reporting and Compliance

Customizable Reports
Regulatory Compliance

Pricing

FactSet logo

Pricing Not Available

ATWeb logo

Pricing Not Available

NaviPlan logo

Pricing Not Available

Metrics History

Metrics History

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