VestServe vs Kitt vs NaviPlan
Description
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
Kitt
Kitt is designed to make managing your business's software needs simpler and more efficient. It streamlines the way small to medium-sized companies handle their software applications, ensuring you get... 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 :
2001
+1 781-209-0262
Not Available
United States
http://www.linkedin.com/company/vestserve
Year founded :
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United Arab Emirates
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Year founded :
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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
Integration
API Access
Third-Party Apps
Analytics and Reporting
Custom Reports
Real-Time Data
Customer Support
24/7 Availability
Comprehensive Help Center
User Management
Role-Based Permissions
Easy Onboarding
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
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Metrics History
Metrics History
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