NaviPlan by Advicent vs. WealthBlock

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
WealthBlock
Score 10.0 out of 10
Small Businesses (1-50 employees)
WealthBlock is a fintech firm that offers a white label private capital raising platform. By integrating key funding tools (CRM, data room, investor verification, sub-doc e-signature, fund admin etc.), the solution aims to streamline processes and increases productivity. The vendor states WealthBlock currently supports 50+ venture capital, private equity, private placement, investment banking and broker dealer firms who leverage the…N/A
Pricing
NaviPlan by AdvicentWealthBlock
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
NaviPlan by AdvicentWealthBlock
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup fee$900 per installation
Additional Details—WealthBlock's subscription fees vary based on the number of deals presented. The "A La Carte" white label platform is priced per deal + subscription fee. The "Unlimited" white label platform is a flat fee covers an unlimited number of deals.
More Pricing Information
Community Pulse
NaviPlan by AdvicentWealthBlock
Top Pros

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Top Cons

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Best Alternatives
NaviPlan by AdvicentWealthBlock
Small Businesses

No answers on this topic

Dropbox DocSend
Dropbox DocSend
Score 9.4 out of 10
Medium-sized Companies

No answers on this topic

Dropbox DocSend
Dropbox DocSend
Score 9.4 out of 10
Enterprises

No answers on this topic

S&P Capital IQ
S&P Capital IQ
Score 7.9 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
NaviPlan by AdvicentWealthBlock
Likelihood to Recommend
9.0
(2 ratings)
10.0
(1 ratings)
User Testimonials
NaviPlan by AdvicentWealthBlock
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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WealthBlock
Great for VC, PE, and RE firms. I-banks and brokers should use it, as well, to scale. Cost might be too high for startups or sporadic fundraisers who don't need an ongoing tool.
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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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WealthBlock
  • Superior UI/UX. Our LPs and staff love it. Very intuitive.
  • Well thought out and integrated features and designs. Truly a one-stop solution.
  • Great customer service. Very responsive.
  • Fast deployment of new features and enhancement.
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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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WealthBlock
  • Compared to other LP portals, it is not cheap.
  • As it's a new firm, time is needed to prove its performance consistency.
  • Rapid release of new features and enhancement requires more training.
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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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WealthBlock
WealthBlock comes with its native CRM, dataroom, investor onboarding, etc. Compared to other individual tools, WealthBlock provides a seamless one-stop solution for all parties involved in the process.
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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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WealthBlock
  • Saved at least $50,000+ a year by replacing other disjointed tools
  • Dramatically improved our team productivity with a lot less human errors
  • With increased efficiency, our team is expected to take on a lot more investors
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ScreenShots

WealthBlock Screenshots

Screenshot of Platform home pageScreenshot of Platform dashboardScreenshot of Offering exampleScreenshot of Platform settingsScreenshot of CRMScreenshot of CRM account overview