Enfusion vs NaviPlan
Description
Enfusion
Enfusion is a software designed to simplify the complex world of investment management. If you manage investments or work in a financial firm, you know how challenging it can be to keep track of every... 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 :
1997
+1 312-253-9800
Not Available
United States
http://www.linkedin.com/company/enfusion-llc
Year founded :
Not Available
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Features
Portfolio Management
Customizable Dashboards
Real-time Analytics
Client Management
Client Portals
Communication Tools
Trading and Risk Management
Automated Trade Execution
Risk Monitoring Tools
Compliance and Reporting
Detailed Reports
Regulatory Compliance Checks
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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