NaviPlan vs VESTIO

Rating


4.5 / 5
(4)


5 / 5
(1)

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.

Wealth management solution for all businesses with features such as holding setup, reporting engine, rules-based compliance, data feeds, user-defined transactions and more.

Ideal number of Users

1 - 1000+

2 - 1000+

Ease of Use


4 / 5

5 / 5

Customer Support


4.5 / 5

5 / 5

Features & Functionality


4.5 / 5

5 / 5

Value for Money


4 / 5

5 / 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
  • check Client Portal
  • close Commodity Futures
  • check Compliance Reporting
  • close Data Import / Export
  • close For Investment Advisors
  • close For Investors & Traders
  • close Fund Management
  • check Modeling & Simulation
  • close Performance Metrics
  • check Portfolio Rebalancing
  • check 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

  • 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 VESTIO

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