NaviPlan

Comprehensive financial planning.

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Category
  • Financial Planning Software
  • Investment Management Software
  • Wealth Management Software
Features
  • Asset Reporting
  • Client Portal
  • Data Import/Export
  • Investment Tracking
  • Performance Measurement
  • Portfolio Management
  • Accounting Integration
  • Consolidation/Roll-Up
  • Expenditure Tracking
  • Investment Management
  • Risk Management
  • Client Portal
  • Fund Management
  • Investment Tracking
  • Modeling & Simulation
  • Risk Management
Platforms
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac

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