FactSet vs iBalance 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
iBalance
iBalance is a user-friendly software designed to make managing your finances simpler and more efficient. Tailored to meet the needs of small to medium-sized businesses, iBalance caters to those who wa... 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 :
1997
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United Kingdom
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Year founded :
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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 Experience
User-Friendly Interface
Mobile Access
Reporting and Analytics
Custom Reports
Data Visualization
Integration and Automation
Bank Integration
Automated Reminders
Financial Management
Budget Planning
Expense Tracking
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
Pricing Not Available
Pricing Not Available
Metrics History
Metrics History
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