Diligend vs NaviPlan vs SharePad

Diligend

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NaviPlan

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SharePad

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Description

Diligend

Diligend

Diligend is a user-friendly software designed to simplify and improve the due diligence and monitoring processes for institutional investors, consultants, and asset managers. It focuses on making data... 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
SharePad

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

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Year founded :

2013

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Features

Reporting and Analytics

Data Visualization
Custom Reports
Performance Metrics

Due Diligence Workflow

Automated Data Collection
Collaborative Reviews
Customizable Templates

Compliance Monitoring

Regulatory Compliance Checks
Policy Management
Audit Trails

Vendor Management

Risk Assessment Tools
Centralized Vendor Database
Performance 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

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

Diligend logo

Pricing Not Available

NaviPlan logo

Pricing Not Available

SharePad logo

Pricing Not Available

Metrics History

Metrics History

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