emX vs NaviPlan
Description
emX
emX is a software designed to simplify and improve the way you manage your online marketing campaigns. Whether you're a small business just starting out or a larger company looking to streamline your ... 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 :
1970
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Canada
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Year founded :
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Features
Seamless Integration
API Access
Third-Party Apps
User-Friendly Interface
Customizable Layouts
Intuitive Dashboard
Advanced Analytics
Detailed Reports
Real-Time Data
Data Security
End-to-End Encryption
Regular Backups
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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