CrowdStreet vs NaviPlan vs SharePad
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
SharePad
Running a small or mid-sized business comes with its fair share of challenges, but juggling day-to-day operations, customer relations, and growth initiatives shouldn't be one of them. That's where Sha... Read More
Contact Info
Year founded :
2013
+1 800-952-5210
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United States
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Year founded :
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Year founded :
2013
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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
Organization Tools
Search Functionality
Tagging System
Folder Management
Security Features
Data Encryption
Permission Controls
Activity Logs
Real-Time Collaboration
Live Editing
Commenting and Feedback
Instant Document Sharing
Integration Capabilities
Third-Party Apps
Sync with Cloud Services
API Access
Pricing
Pricing Not Available
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Metrics History
Metrics History
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