NaviPlan vs. ProTracker Advantage Comparison


NaviPlan Advicent	ProTracker Advantage ProTracker Software	+	+
Visit Website	Learn More Update Features	Add To Compare	Add To Compare



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 firms, tax firms, accounting firms seeking a solution to manage their operations		Audience Financial institutions and banks searching for a solution to manage their internal and customer 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 $2195.00/year Free Version Free Trial		Pricing $895/user/year/1,000 RMDs 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 Advicent Founded: 2011 United States www.advicentsolutions.com		Company Information ProTracker Software Founded: 1997 United States www.protracker.com
Alternatives Moneytree Moneytree Software		Alternatives Tier1 Financial Solutions
inStream inStream Solutions		ProTracker RMD ProTracker Software, Inc.
PackHedge™ FinLab Solutions SA		4Degrees
TRAK RetireReady		DealCloud
PORTAX After-Tax Portfolio Analysis PortaxSoftware View All		Atominvest Software Atominvest View All
Categories Investment Management		Categories Financial CRM 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		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 Show More Features Financial CRM Features Account Alerts Asset Management Expense Tracking Household Tracking Influence Tracking Lead Management Marketing Management Relationship Tracking Team Assignments Territory Management
Integrations Black Diamond Wealth Platform ByAllAccounts Charles Schwab Fidelity Microsoft Outlook MoneyGuidePro Morningstar Advisor Workstation ProTracker RMD TD Ameritrade Tamarac		Integrations Black Diamond Wealth Platform ByAllAccounts Charles Schwab Fidelity Microsoft Outlook MoneyGuidePro Morningstar Advisor Workstation ProTracker RMD TD Ameritrade Tamarac View All 10 Integrations
		Claim ProTracker Advantage and update features and information Claim ProTracker Advantage and update features and information