FactSet vs NaviPlan vs Optionlogy
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
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
Optionlogy
Optionlogy is a software designed to simplify and streamline the way businesses manage their options and derivatives trading. It helps organizations efficiently track their positions, monitor risk, an... Read More
Contact Info
Year founded :
1978
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United States
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India
http://www.linkedin.com/company/optionlogy-com
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
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
User Dashboard
Real-Time Data
Personalized Interface
Widgets
Performance Analytics
Historical Trends
Report Generation
Benchmarking Tools
Collaboration Tools
Team Access
Communication Features
Shared Workspaces
Financial Planning
Expense Management
Budget Tracking
Forecasting
Security
Regular Backups
Access Controls
Data Encryption
Pricing
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Metrics History
Metrics History
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