Croesus vs NaviPlan
Description
Croesus
Croesus is a savvy tool designed for investment professionals who want to streamline their portfolio management processes. Whether you are a financial advisor, wealth manager, or work in an investment... 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 :
1987
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Canada
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Year founded :
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Features
Financial Planning and Analysis
Comprehensive Budgeting Tools
Scenario Analysis
Portfolio Management
Performance Metrics
Centralized Portfolio Tracking
Compliance and Reporting
Regulatory Compliance Tools
Automated Reporting
Client Relationship Management
Client Interaction History
Task Management
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
Pricing Not Available
Pricing Not Available
Metrics History
Metrics History
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