NaviPlan
Leading investment management software, NaviPlan, is trusted by eight of the top ten North American banks, four of the leading global insurance providers, and nine of the... Leading investment management software, NaviPlan, is trusted by eight of the top ten North American banks, four of the leading global insurance providers, and nine of the top ten North American broker-dealers. It streamlines investment strategies, enhances client engagement, and delivers precise financial planning tools tailored for industry professionals.
Top NaviPlan Alternatives
iCapital Network
This investment management software revolutionizes the alternative investment landscape by offering financial advisors and asset managers a streamlined digital platform....
Enfusion
Enfusion is a cloud-native SaaS platform that streamlines investment management by integrating front, middle, and back-office operations into a single...
AssetMark
Investment management software empowers financial advisors to enhance client relationships while navigating complex wealth landscapes. By streamlining portfolio construction, investment...
FlexTrade
FlexTrade offers innovative investment management software, highlighted by FlexTRADER®, a pioneering multi-asset Execution Management System. This platform seamlessly integrates tailored...
Datayes!
With advanced AI and Big Data technology, Datayes! transforms investment management, enhancing accuracy and tracking real-time data changes. It leverages...
Visible Alpha Insights
Visible Alpha Insights empowers investment professionals to swiftly grasp market sentiment on companies and industries. With contributions from over 250...
Axioma Portfolio Optimizer
Axioma Portfolio Optimizer empowers investors with a sophisticated tool for portfolio construction and rebalancing. It supports multiple models to analyze...
Wealth-Data
Investment Management Software streamlines the process of turning backtested trading strategies into fully automated trading bots. Participants can learn how...
LongView Trading
This investment management software enhances trading efficiency with a cloud-based delivery system, enabling quick access to the latest Broker Algo...
Blueleaf
This wealth management software seamlessly integrates reporting, billing, and rebalancing tools, enhancing client engagement and simplifying operations for financial advisors....
Altruist
Designed for modern financial advisors, this platform streamlines account management and enhances client experiences. Users can swiftly open accounts online,...
Allvue
Allvue's Credit Research Solutions empower private equity and venture capital managers, alongside private debt and CLO professionals, with integrated, cloud-based...
Moonfare
A private equity investing platform, Moonfare provides access to top-tier funds for both retail and institutional investors with minimums starting...
Asset-Map
Thousands of financial advisors utilize Asset-Map to transform their planning conversations through striking visual representations. This innovative tool enables clients...
dxTrade
Offering a versatile suite of multi-asset trading platforms, dxTrade enables brokers and prop firms to operate across various instruments, including...
Company Information
- Company: Advicent
- Country: United States
