Croesus vs NaviPlan

Rating


5 / 5
(1)


4.5 / 5
(4)

Starting Price

$377.00/month/user

$2,195.00/year

Best For

Our clients range from single RIAs, brokerage firm as well as many Canadian Banks

Registered Investment Advisors and Broker Dealers of All Sizes who serve Clients of any Size.

Ideal number of Users

1 - 1000+

1 - 1000+

Ease of Use


5 / 5

4 / 5

Customer Support


3 / 5

4.5 / 5

Features & Functionality


5 / 5

4.5 / 5

Value for Money


5 / 5

4 / 5

Product Features

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

Screenshots

Capterra screenshot placeholder
Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

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

Training

Not provided by vendor
  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation

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Croesus vs NaviPlan

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