EXM vs NaviPlan
Description
EXM
EXM software makes it easy for businesses to manage their operations smoothly. Designed for companies of all sizes, EXM provides tools that simplify daily tasks and help teams work better together. Wh... 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
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Mexico
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Features
Reporting and Analytics
Customizable Reports
Performance Metrics
Data Visualization
User Management
User Profiles
Role-Based Access Control
Activity Logging
Project Collaboration
Task Assignments
Status Updates
Shared Workspaces
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
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Metrics History
Metrics History
Comparing undefined across companies
Trending data for
Showing for all companies over Max
