NaviPlan vs VAIT

Best For

Who Uses This Software?

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

Not provided by vendor

Target Customer Size (Users)

1 - 1000+

Not provided by vendor

Pricing

Starting Price

$2,195.00/year

Not provided by vendor

Free Trial

Yes Not provided by vendor

Free Version

No Not provided by vendor

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

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
Not provided by vendor

Screenshots

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Capterra screenshot placeholder

Ratings

Overall


4.5 / 5
(4)
(0)

Ease of Use


4 / 5

Customer Service


4.5 / 5

Features & Functionality


4.5 / 5

Value for Money


4 / 5

Training & Support

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
Not provided by vendor

Training

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

share Share Your Comparison of VAIT vs NaviPlan


NaviPlan vs VAIT

VAIT

by Verdant Analysis

Best For

Who Uses This Software?

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

Not provided by vendor

Target Customer Size (Users)

1 - 1000+

Not provided by vendor

Pricing

Starting Price

$2,195.00/year

Not provided by vendor

Free Trial

Yes Not provided by vendor

Free Version

No Not provided by vendor

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

  • 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
Not provided by vendor

Ratings

Overall


4.5 / 5
(4)
(0)

Ease of Use


4 / 5

Customer Service


4.5 / 5

Features & Functionality


4.5 / 5

Value for Money


4 / 5

Training & Support

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
Not provided by vendor

Training

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

Share Your Comparison of VAIT vs NaviPlan