Compare NaviPlan и Wealth EOffice

Take a look at comparison of based on the customers reviews. The rating is calculated in real time from reviews of customers.

Starting price from 1 usd. from 1 usd.
Who this service is for

Built on the most precise calculation engine in the financial planning market, NaviPlan empowers firms to cater their services to any client, from ... Read more

India's First Generation On Demand Wealth Management Software. For financial advisors/wealth managers/ financial Planners.

Rating
3.8 / 5
0 / 5
3D CAD software features
Modeling & Simulation
Modeling & Simulation
Electronic Medical Records software features
Compliance Tracking
Compliance Tracking
Investment Management software features
Bonds / Stocks
For Investment Advisors
Fund Management
Bonds / Stocks
For Investment Advisors
Fund Management
Banking Systems software features
Risk Management
Risk Management
Customer Service software features
Performance Metrics
Performance Metrics
Accounting Practice Management software features
Client Management
Client Portal
Client Management
Client Portal
Interface screenshot
Desktop & Mobile Platforms

Cloud-hosted / box software

Cloud-hosted / box software

Support Working hours, Online Working hours, Online
Training
Documentation
Webinars
Personal
Online
Documentation
Webinars
Personal
Online
Reviews
5 / 5

Not complicated but not simplistic

Benefits:

Reports provide the needed analytics and back ground data for each case. Customization almost not even needed.

Drawbacks:

The learning curve on the reports is pretty steep.

Summary:

Tech support folks are great and easy to get on the tele. Reports are detailed and plan is highly customizeable.

Greg B.
3 / 5

Reports are less than ideal to use in a sales meeting

Benefits:

Detailed analysis and reporting. Easy to input data

Drawbacks:

Easyto create duplication and output errors. Reports are way to detailed to present to clients. Always cherry picked pages to bring in to meetings

Summary:

Glad I am using something else like Razorplan

Robert L.
3 / 5

Naviplan, the good, the bad, the ugly

Benefits:

I really like the ability to enter so much detailed data into this software. It is really nice to be able to add most of the details for any financ... Read more

I really like the ability to enter so much detailed data into this software. It is really nice to be able to add most of the details for any financial details. I also really love the quick reports. The itemized cash flow is so nice to have in order to double check your work.

Drawbacks:

Oh Naviplan - I must admit you feel a bit outdated. The software isn't the best for any sort of goals based financial plan. Mostly just plug and ch... Read more

Summary:

Overall, eh. Good it you are in love and cannot live without very detailed reports that remind you of excel. If you are looking for a more up to da... Read more

Amanda L.
5 / 5

Worth the time to learn using the product

Benefits:

Ease of modeling client's future lifestyle

Drawbacks:

The publisher needs to add more customization: ex: TFSA contribution limits need to increase in multiples of $500 per year

Summary:

It is easy to do what-if analysis for clients. It helps us take the client relationship to the next level.

Allan F.

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