NaviPlan by Advicent vs. Moneytree Advise
NaviPlan by Advicent vs. Moneytree Advise
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 | |
Moneytree Advise | N/A | Moneytree Advise is presented as a solution for busy planners. Advise is designed to allow users to spend more time with clients and less time creating financial plans through navigation and clear reports, with instant, side-by-side scenario comparisons that allow for rich client interaction. | N/A |
NaviPlan by Advicent | Moneytree Advise | |||||||||||||||
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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 | — | Pricing is per advisor. Some discounts may apply for IBDs. | ||||||||||||||
More Pricing Information |
NaviPlan by Advicent | Moneytree Advise | |
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Likelihood to Recommend | 9.0 (2 ratings) | - (0 ratings) |
NaviPlan by Advicent | Moneytree Advise | |
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Likelihood to Recommend | Advicent Solutions | Moneytree Software No answers on this topic |
Pros | Advicent Solutions | Moneytree Software No answers on this topic |
Cons | Advicent Solutions | Moneytree Software No answers on this topic |
Alternatives Considered | Advicent Solutions | Moneytree Software No answers on this topic |
Return on Investment | Advicent Solutions | Moneytree Software No answers on this topic |
ScreenShots | Moneytree Advise Screenshots |