FactSet vs Carta vs NaviPlan
Description
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
Carta
Carta is a software platform designed to make managing equity and ownership simpler for companies, investors, and employees. Originally focused on helping businesses keep track of their cap tables, Ca... Read More
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 :
2007
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Canada
http://www.linkedin.com/company/carta
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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
Fundraising Tools
Investor Updates
Online Deal Closings
Equity Management
409A Valuations
Scenario Modeling
Cap Table Management
Valuation Services
Cap Table Management
Employee Equity Plans
Compliance and Reporting
ASC 718 Reporting
Audit Support
Tax and Legal Compliance
Custom Reporting
Audit Readiness
Employee Management
Option Exercises
Employee Portal
Employee Engagement
Self-Service Portal
Equity Education
Onboarding Support
Investor Relations
Document Sharing
Funding Round Support
Investor Updates
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
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Metrics History
Metrics History
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