Jacobi vs Ledgy vs NaviPlan

Jacobi

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Ledgy

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NaviPlan

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Description

Jacobi

Jacobi

Jacobi Software is designed to streamline and simplify your business operations, offering a suite of tools that make managing day-to-day activities easier. Ideal for small to medium-sized businesses, ... Read More
Ledgy

Ledgy

Ledgy is a comprehensive platform designed to help businesses manage their equity and cap tables with ease. Whether you are a startup or a growing company, Ledgy simplifies the process of tracking sha... 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 :

2014

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United States

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Year founded :

2017

+41 44 585 21 23

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United Kingdom

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

Year founded :

Not Available

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Features

User-Friendly Interface

Intuitive Navigation
Customizable Dashboard

Data Management

Easy Data Export
Secure Storage

Customer Support

24/7 Support
Comprehensive FAQs

Collaboration Tools

Real-Time Messaging
Shared Workspaces

Fundraising and Investor Relations

Investor Reporting
Fundraising Tracker

Equity Management

Cap Table Management
ESOP Management

Compliance and Reporting

Automated Compliance
Financial Reporting

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

Jacobi logo

Pricing Not Available

Ledgy logo

Pricing Not Available

NaviPlan logo

Pricing Not Available

Metrics History

Metrics History

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