FactSet vs Formula Stocks vs NaviPlan
Description
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
Formula Stocks
Formula Stocks is designed to help individuals and businesses make informed stock market investments with confidence. This software leverages comprehensive data analysis to offer users a detailed unde... 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 :
1978
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United States
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Year founded :
2009
+45 20 58 15 62
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Denmark
http://www.linkedin.com/company/formula-stocks
Year founded :
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
Stock Recommendations
Data-Driven Insights
Regular Updates
Personalized Stock Picks
Performance Tracking
Portfolio Monitoring
Historical Data
Custom Reports
Educational Resources
Webinars and Workshops
Market Analysis
Investment Guides
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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