Top Rated Navatar Alternatives
(1)
3.5 out of 5
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SK
Sanskruti K.
Product Developer
Small-Business(50 or fewer emp.)
What do you like best about Navatar?
Easy deal management and fundraising. Integration is easy. Used every monday to friday. Features like virtual data rooms helps. Review collected by and hosted on G2.com.
What do you dislike about Navatar?
Works slow sometimes. Implementation is not easy . Customer support late answer. Review collected by and hosted on G2.com.
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1 out of 2 Total Reviews for Navatar
4.0 out of 5
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LS
Lohit S.
Professor
Mid-Market(51-1000 emp.)
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Wealthbox CRM
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Koyfin
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Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. Intuitive Interface: Simplifies complex data analysis with visualization tools. Collaboration: Easily share and collaborate on watchlists and portfolios with your team. Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com
