NaviPlan by Advicent vs. AngelList Venture

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
NaviPlan by Advicent
Score 9.0 out of 10
N/A
Advicent headquartered in Milwaukee offers NaviPlan, a financial planning software for firms.N/A
AngelList Venture
Score 6.1 out of 10
N/A
AngelList Venture is a venture fund and investment management platform, from startup focused company AngelList in San Francisco.N/A
Pricing
NaviPlan by AdvicentAngelList Venture
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
NaviPlan by AdvicentAngelList Venture
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
User Ratings
NaviPlan by AdvicentAngelList Venture
Likelihood to Recommend
9.0
(2 ratings)
8.0
(1 ratings)
User Testimonials
NaviPlan by AdvicentAngelList Venture
Likelihood to Recommend
Advicent Solutions
NaviPlan is an invaluable financial planning tool. There are so many strategies and reports that can be built and used within the software. I've been using it for around 8 years and still don't how to use all of the functions. It has come a long way over the 8 years in terms of functionality. There is a definite learning curve, however, I've found it has become more user friendly.
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AngelList
For well-funded startups, Angel List Ventures would be extremely helpful for competitive research and market research and likely finding hiring prospects. For agencies and salespeople, Angel List Ventures is a great tool for lead prospecting to find the fastest-growing companies across industries. Cost may be prohibitive depending on your revenue.
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Pros
Advicent Solutions
  • Employee benefits management, planning, and calculation become simpler with the Navi plan.
  • Budget planning, risk management, and other account management become easy and simpler to analyze by the top management.
  • Tax calculation and other payments become easy for the organization as well as individual employees.
  • Cashflow analysis and modifications in the allocation become easy and could be understood by all the top-level management in a single window.
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AngelList
  • Lead Prospecting
  • Competitor Research
  • Market Trends
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Cons
Advicent Solutions
  • Much favorable for small industries, so better to make it good for large enterprise also.
  • Illustration can be made easy so that quick understanding can be done.
  • Tracking of the particular item is a bit difficult, this could be made easier.
  • Not much user friendly compared to the competitors. But does the job well.
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AngelList
  • Cost is high
  • Interface is not inspiring
  • Better contact information
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Alternatives Considered
Advicent Solutions
Snap Projections - We were using this software up until this year alongside Naviplan to see how it compared. The reason we tried Snap Projections was the difference in pricing. Naviplan is expensive, where Snap is only a fraction of the cost. The biggest reason we stayed with Naviplan was familiarity for the advisor presenting. He was accustomed to it. I find the interface of Naviplan better cosmetically. They both are great financial planning software tools with pros and cons in each. I have found that you can manipulate the software to show most of what you need. Both platforms continually update and take user feedback into consideration when building on to it so they both get better all the time
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AngelList
Did not compare to other tools.
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Return on Investment
Advicent Solutions
  • Tax calculation of the organization and employees was very difficult, and Navi Plan made is very easy now.
  • The introduction of the software makes positive changes in the organization in managing the financial needs, which helps the organization to allocate what is required.
  • Employee benefit calculation was a bit difficult and it made a big positive impact.
  • It does the job and we get the best for what we pay for.
  • If the industry becomes big, then slight changes must be introduced to manage the big data needs.
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AngelList
  • Build prospect lists
  • Monitor industry data
  • Follow client competitiors
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ScreenShots