NaviPlan by Advicent vs. WealthBlock
NaviPlan by Advicent vs. WealthBlock
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 | |
WealthBlock | 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 |
NaviPlan by Advicent | WealthBlock | |||||||||||||||
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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 | $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 |
NaviPlan by Advicent | WealthBlock | |
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Top Pros | No answers on this topic | |
Top Cons | No answers on this topic |
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NaviPlan by Advicent | WealthBlock | |
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Small Businesses | No answers on this topic | Dropbox DocSend Score 9.4 out of 10 |
Medium-sized Companies | No answers on this topic | Dropbox DocSend Score 9.4 out of 10 |
Enterprises | No answers on this topic | S&P Capital IQ Score 7.9 out of 10 |
All Alternatives | View all alternatives | View all alternatives |
NaviPlan by Advicent | WealthBlock | |
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Likelihood to Recommend | 9.0 (2 ratings) | 10.0 (1 ratings) |
NaviPlan by Advicent | WealthBlock | |
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Likelihood to Recommend | Advicent Solutions | WealthBlock |
Pros | Advicent Solutions | WealthBlock |
Cons | Advicent Solutions | WealthBlock |
Alternatives Considered | Advicent Solutions | WealthBlock |
Return on Investment | Advicent Solutions | WealthBlock |
ScreenShots | WealthBlock Screenshots |