NaviPlan by Advicent vs. Regolith

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
Regolith
Score 9.5 out of 10
Small Businesses (1-50 employees)
Regolith provides access to an array of investment opportunities across Pre-IPO, Venture Capital, Funds, Real Estate, and Cryptocurrencies, catering to investors at every level. Established in 2016, Regolith is an platform designed to democratize wealth-building through smart, secure investments. The platform leverages industry expertise to identify compelling opportunities, lowering the entry barrier to just $100 USD. In 2021, Regolith expanded its offerings by establishing a…N/A
Pricing
NaviPlan by AdvicentRegolith
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
NaviPlan by AdvicentRegolith
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 AdvicentRegolith
Likelihood to Recommend
9.0
(2 ratings)
9.5
(2 ratings)
Usability
-
(0 ratings)
9.5
(2 ratings)
User Testimonials
NaviPlan by AdvicentRegolith
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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Regolith Services LLC
When you need to top up or withdraw balance - support always helping fast and all deals are simply to get in , also autofund working well and provide good returns, also there are a lot of different options
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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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Regolith Services LLC
  • Technical support
  • Investment products
  • Legal support
  • Техническое обеспечение
  • Инвестиционные продукты
  • Юридическая поддержка
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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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Regolith Services LLC
  • Sometimes errors and bugs while using products
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Usability
Advicent Solutions
No answers on this topic
Regolith Services LLC
Professional approach. A beginner may feel confused at first Профессиональный подход. Начинающий может в начале растеряться
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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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Regolith Services LLC
Not only crypto products and and more trusted then tokens
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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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Regolith Services LLC
  • Helped me to achieve my goals
  • Помог реализовать мои задачи
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ScreenShots

Regolith Screenshots

Screenshot of Invest easilyScreenshot of PreIPO, startups and unique venturesScreenshot of Funds - your regular income streamScreenshot of Invest from $100 by any meansScreenshot of Diversify assets