CrowdStreet vs NaviPlan
Description
CrowdStreet
CrowdStreet is a software platform designed for investors who are interested in commercial real estate projects. By using CrowdStreet, both individual and institutional investors can access a variety ... 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 :
2013
+1 800-952-5210
Not Available
United States
Not Available
Year founded :
Not Available
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Features
Investment Opportunities
Diverse Project Selection
Detailed Project Information
Platform Features
Secure Transactions
User-Friendly Interface
Investor Support
Educational Resources
Customer Support
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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