VestServe vs Ledgy vs NaviPlan

VestServe

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Ledgy

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NaviPlan

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Description

VestServe

VestServe

VestServe is a straightforward software-as-a-service (SaaS) solution designed specifically for investment management firms. It offers a set of tools that make day-to-day tasks easier and more efficien... 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 :

2001

+1 781-209-0262

Not Available

United States

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

Year founded :

2017

+41 44 585 21 23

Not Available

United Kingdom

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

Year founded :

Not Available

Not Available

Not Available

Not Available

Not Available

Features

Client Reporting

Scheduled Reporting
Customizable Reports

Client Communication

Document Sharing
Email Integration

Compliance Tools

Auditable Records
Regulatory Updates

Portfolio Management

Performance Tracking
Automated Rebalancing

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

VestServe logo

Pricing Not Available

Ledgy logo

Pricing Not Available

NaviPlan logo

Pricing Not Available

Metrics History

Metrics History

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