FIGARO vs NaviPlan
Description
FIGARO
FIGARO is an innovative software designed specifically for businesses looking to simplify and enhance their operations. At its core, FIGARO offers a suite of practical tools that help manage various a... 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 :
2022
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United Kingdom
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Year founded :
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Features
Collaboration Tools
Team Messaging
Document Sharing
Comprehensive Reporting
Real-Time Data
Customizable Reports
Robust Security
Data Encryption
User Access Control
User-Friendly Interface
Intuitive Design
Drag-and-Drop Functionality
Customer Support
Extensive Knowledge Base
24/7 Support
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
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