ActTrader vs NaviPlan vs SharePad
Description
ActTrader
ActTrader is a comprehensive software solution tailored for businesses in the financial trading sector. It’s designed to simplify and streamline the trading process, making it easier for users to mana... 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
SharePad
Running a small or mid-sized business comes with its fair share of challenges, but juggling day-to-day operations, customer relations, and growth initiatives shouldn't be one of them. That's where Sha... Read More
Contact Info
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Year founded :
2013
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Features
User-Friendly Platform
Customizable Layout
Intuitive Interface
Secure Trading Environment
Regulatory Compliance
Data Encryption
Advanced Trading Tools
Technical Analysis Tools
Automated Trading
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
Organization Tools
Search Functionality
Tagging System
Folder Management
Security Features
Data Encryption
Permission Controls
Activity Logs
Real-Time Collaboration
Live Editing
Commenting and Feedback
Instant Document Sharing
Integration Capabilities
Third-Party Apps
Sync with Cloud Services
API Access
Pricing
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Metrics History
Metrics History
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