NaviPlan vs. Valere Comparison


NaviPlan Advicent	Valere Retransform	+	+
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 Real estate asset managers, investors, lenders and brokers
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 No information available. 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 Retransform Founded: 2005 United States valere.retransform.com
Alternatives Moneytree Moneytree Software		Alternatives Exquance Exquance Software
inStream inStream Solutions		iLEVEL S&P Global
PackHedge™ FinLab Solutions SA		ARGUS Enterprise Altus Group
Portfolio Visualizer SRL		MRI Portfolio Management MRI Software
TRAK RetireReady View All		Backstop Backstop Solutions Group View All
Categories Investment Management		Categories Financial Modeling Investment Management Real Estate 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 No info available.		Integrations No info available.
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