FactSet vs B2B white-label robo advisory vs NaviPlan

FactSet

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B2B white-label robo advisory

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NaviPlan

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Description

FactSet

FactSet

FactSet is a software that provides financial data and analytics to investment professionals. It's a tool designed for people who work in finance, like analysts and portfolio managers, to help them ma... Read More
B2B white-label robo advisory

B2B white-label robo advisory

In today’s fast-paced investment world, businesses are always looking for intuitive ways to offer financial advice and personalized portfolio management. Our B2B white-label robo advisory software pro... Read More
NaviPlan

NaviPlan

NaviPlan is a software designed to help financial advisors provide comprehensive and personalized financial planning to their clients. It works by allowing advisors to create detailed financial plans ... Read More

Contact Info

Year founded :

1978

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United States

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Features

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Pricing

FactSet logo

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B2B white-label robo advisory logo

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NaviPlan logo

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Metrics History

Metrics History

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