NaviPlan by Advicent vs. Altvia AIM (Alternative Investment Management)
NaviPlan by Advicent vs. Altvia AIM (Alternative Investment Management)
Product | Rating | Most Used By | Product Summary | Starting Price |
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NaviPlan by Advicent | N/A | Advicent headquartered in Milwaukee offers NaviPlan, a financial planning software for firms. | N/A | |
Altvia AIM | N/A | AIM, Altvia’s portfolio management CRM solution, is a proven solution to harness interactions of your investments, portfolio performance, and back-end systems to scale your growth. The vendor aims to help you successfully raise and deploy capital, ensure compliance and deliver a trusted and transparent experience to stakeholders and investors. According to the vendor, their solution will help you translate data and relationships into institutional knowledge to gain the competitive advantage… | N/A |
NaviPlan by Advicent | Altvia AIM (Alternative Investment Management) | |||||||||||||||
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Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
Offerings |
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Entry-level Setup Fee | No setup fee | Required | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
NaviPlan by Advicent | Altvia AIM (Alternative Investment Management) | |
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Likelihood to Recommend | 9.0 (2 ratings) | - (0 ratings) |
NaviPlan by Advicent | Altvia AIM (Alternative Investment Management) | |
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Likelihood to Recommend | Advicent Solutions | Altvia No answers on this topic |
Pros | Advicent Solutions | Altvia No answers on this topic |
Cons | Advicent Solutions | Altvia No answers on this topic |
Alternatives Considered | Advicent Solutions | Altvia No answers on this topic |
Return on Investment | Advicent Solutions | Altvia No answers on this topic |
ScreenShots | Altvia AIM Screenshots |