VestServe vs NaviPlan vs SharePad

VestServe

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NaviPlan

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SharePad

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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
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
SharePad

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

Year founded :

2001

+1 781-209-0262

Not Available

United States

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

Year founded :

Not Available

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Year founded :

2013

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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

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

VestServe logo

Pricing Not Available

NaviPlan logo

Pricing Not Available

SharePad logo

Pricing Not Available

Metrics History

Metrics History

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