Cachematrix vs. NaviPlan Comparison


Cachematrix	NaviPlan Advicent	+	+
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Platforms Supported Windows Mac Linux SaaS / Web On-Premises iPhone iPad Android Chromebook		Platforms Supported Windows Mac Linux SaaS / Web On-Premises iPhone iPad Android Chromebook
Audience Financial services and investment firms		Audience Financial firms, tax firms, accounting firms seeking a solution to manage their operations
Support Phone Support 24/7 Live Support Online		Support Phone Support 24/7 Live Support Online
API Offers API		API Offers API
Screenshots and Videos View more images or videos		Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial		Pricing $2195.00/year Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software		Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Training Documentation Webinars Live Online In Person		Training Documentation Webinars Live Online In Person
Company Information Cachematrix Founded: 2003 United States www.cachematrix.com/our-platform		Company Information Advicent Founded: 2011 United States www.advicentsolutions.com
Alternatives IBSFINtech IBSFINtech India Private Ltd.		Alternatives Moneytree Moneytree Software
AdvisorWare SS&C Technologies		inStream inStream Solutions
FinlogiK		PackHedge™ FinLab Solutions SA
The Archway Platform SEI Family Office Services		TRAK RetireReady
Ethic View All		PORTAX After-Tax Portfolio Analysis PortaxSoftware View All
Categories Investment Management		Categories Investment Management
		Investment Management Features Accounting Management Benchmarking Bonds / Stocks Client Management Commodities Compliance Reporting Data Import / Export For Investment Advisors For Investors & Traders Fund Management Modeling & Simulation Payroll & Commissions Performance Metrics Portfolio Management Risk Management
Integrations Bitergia Analytics View All 1 Integration		Integrations Bitergia Analytics
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