NaviPlan by Advicent vs. Dynamo Portfolio Management
NaviPlan by Advicent vs. Dynamo Portfolio 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 | |
Dynamo Portfolio Management | N/A | Dynamo’s portfolio management software (PMS) allows institutional investors to centralize and report on investment performance at the individual, asset class, and portfolio levels, and visualize performance against historical data, benchmarks, and future scenarios. Working in tandem with Dynamo’s research management module, Dynamo Data Automation, and Dynamo Data Services, Dynamo PMS helps users integrate performance reporting and ongoing due diligence efforts and reduces time spent aggregating… | N/A |
NaviPlan by Advicent | Dynamo Portfolio 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 | No setup fee | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
NaviPlan by Advicent | Dynamo Portfolio Management | |
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Likelihood to Recommend | 9.0 (2 ratings) | - (0 ratings) |
NaviPlan by Advicent | Dynamo Portfolio Management | |
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Likelihood to Recommend | Advicent Solutions | Dynamo Software No answers on this topic |
Pros | Advicent Solutions | Dynamo Software No answers on this topic |
Cons | Advicent Solutions | Dynamo Software No answers on this topic |
Alternatives Considered | Advicent Solutions | Dynamo Software No answers on this topic |
Return on Investment | Advicent Solutions | Dynamo Software No answers on this topic |
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