NaviPlan vs XENTIS

Starting Price

Not provided by vendor Not provided by vendor

Best For

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

XENTIS users include fund management companies and asset managers, investment firms, custodian banks, insurance companies and pension funds, private banks, wealth managers and family offices.

Rating


4.5 / 5
(5)

(0)

Ideal number of Users

1 - 1000+

10 - 1000+

Ease of Use


3.5 / 5

Customer Support


4 / 5

Features & Functionality


4 / 5

Value for Money


3.5 / 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
  • check Accounting Management
  • check Benchmarking
  • check Bonds / Stocks
  • close Client Management
  • close Client Portal
  • check Commodity Futures
  • check Compliance Reporting
  • check Data Import / Export
  • check For Investment Advisors
  • check For Investors & Traders
  • check Fund Management
  • check Modeling & Simulation
  • check Performance Metrics
  • check Portfolio Rebalancing
  • check Real Estate
  • check Risk Management

Screenshots

View 5 screenshots 167773 thumb
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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
  • close Live Online
  • close Webinars
  • check Documentation

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NaviPlan vs XENTIS

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