FA Solutions vs NaviPlan

FA Solutions

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NaviPlan

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Description

FA Solutions

FA Solutions

FA Solutions is designed to simplify and improve the management of financial assets for businesses. At its core, FA Solutions offers a cloud-based software service that helps organizations keep track ... 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 :

1999

+221 77 508 28 09

Not Available

Finland

http://www.linkedin.com/company/fasolution

Year founded :

Not Available

Not Available

Not Available

Not Available

Not Available

Features

Portfolio Management

Performance Analysis
Easy Asset Tracking

Client Management

Comprehensive Profiles
Secure Communication

Compliance and Reporting

Simplified Reporting
Automatic Updates

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

FA Solutions logo

Pricing Not Available

NaviPlan logo

Pricing Not Available

Metrics History

Metrics History

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