NaviPlan vs Solovis

Rating


4.5 / 5
(4)

(0)

Starting Price

$2,195.00/year

Not provided by vendor

Best For

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

Endowments, Foundations, OCIOs, Family / Multi-Family Offices, Pensions, Funds of Hedge Funds (FOF)

Ideal number of Users

1 - 1000+

2 - 99

Ease of Use


4 / 5

Customer Support


4.5 / 5

Features & Functionality


4.5 / 5

Value for Money


4 / 5

Product Features

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

Screenshots

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View 2 screenshots 27863 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

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

Training

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

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NaviPlan vs Solovis

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