emX vs NaviPlan

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.

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

Ideal number of Users

1000+

1 - 1000+

Rating


4.1 / 5
(11)
Read All Reviews

4 / 5
(6)
Read All Reviews

Ease of Use


3.3 / 5

3.7 / 5

Customer Support


4 / 5

4 / 5

Features & Functionality


4.5 / 5

3.8 / 5

Value for Money


3.5 / 5

3.6 / 5

Product Features

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

Screenshots

View 5 screenshots 2366 thumb
View 5 screenshots 167773 thumb

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

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emX vs NaviPlan

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NaviPlan vs emX