FactSet vs Enfusion vs NaviPlan

FactSet

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Enfusion

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NaviPlan

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Description

FactSet

FactSet

FactSet is a software that provides financial data and analytics to investment professionals. It's a tool designed for people who work in finance, like analysts and portfolio managers, to help them ma... Read More
Enfusion

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

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 :

1978

Not Available

Not Available

United States

Not Available

Year founded :

1997

+1 312-253-9800

Not Available

United States

http://www.linkedin.com/company/enfusion-llc

Year founded :

Not Available

Not Available

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Features

Market Data Solutions

Real-Time Data
Historical Data

Client Support

Personalized Training
24/7 Customer Service

Portfolio Management

Risk Analysis
Performance Tracking

Analytics and Insights

Custom Reports
Advanced Analytics

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

FactSet logo

Pricing Not Available

Enfusion logo

Pricing Not Available

NaviPlan logo

Pricing Not Available

Metrics History

Metrics History

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