FactSet vs GoDigital vs NaviPlan

FactSet

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GoDigital

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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
GoDigital

GoDigital

GoDigital is a software engineered to simplify the way businesses manage and market their digital content. Our platform is designed for companies looking to streamline their online presence without ge... 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 :

2000

Not Available

Not Available

Brazil

Not Available

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

User Management

Role-Based Permissions
Activity Monitoring
Easy Account Setup

Data Analytics

Real-Time Reporting
Export and Share
Customizable Dashboards

Customer Support

Live Chat Option
Comprehensive Knowledge Base
24/7 Help Desk

Integration Capabilities

Third-Party Integrations
API Access
Automated Workflows

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

GoDigital logo

Pricing Not Available

NaviPlan logo

Pricing Not Available

Metrics History

Metrics History

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