FundPortal vs NaviPlan

FundPortal

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NaviPlan

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Description

FundPortal

FundPortal

FundPortal is designed to make managing investment funds straightforward and efficient. It's a cloud-based solution intended for asset managers, financial advisors, and investors who want a clear and ... 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

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Features

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Pricing

FundPortal logo

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NaviPlan logo

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Metrics History

Metrics History

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