emX vs NAVInvest

Rating


4.5 / 5
(8)

(0)

Starting Price

Not provided by vendor Not provided by vendor

Best For

Our target market is financial advisors, planners and assistants in the RIA and Broker Dealer space.

Financial services companies, Family Offices, Fund Managers, Foundations and NGOs and Public Authorities.

Ideal number of Users

1000+

100-499

Ease of Use


4 / 5

Customer Support


4 / 5

Features & Functionality


4.5 / 5

Value for Money


3.5 / 5

Product Features

  • close Accounting Management
  • check Benchmarking
  • check Bonds / Stocks
  • check Client Management
  • check Client Portal
  • close Commodity Futures
  • check Compliance Reporting
  • check Data Import / Export
  • check For Investment Advisors
  • close For Investors & Traders
  • check Fund Management
  • check Modeling & Simulation
  • check Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • check Risk Management
  • check Accounting Management
  • close Benchmarking
  • check Bonds / Stocks
  • check Client Management
  • close Client Portal
  • check Commodity Futures
  • check Compliance Reporting
  • close Data Import / Export
  • close For Investment Advisors
  • close For Investors & Traders
  • check Fund Management
  • close Modeling & Simulation
  • close Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • check Risk Management

Screenshots

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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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emX vs NAVInvest

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