Advicent headquartered in Milwaukee offers NaviPlan, a financial planning software for firms.
The following is a quick overview of editions offered by other software in similar categories
Estateably is an estate planning software solution designed to increase the user's operational efficiencies by automating repetitive tasks, increasing collaboration between internal and external parties, embedding workflows and tracking activities on a tamper-proof audit log.
Shrimpy, headquartered in Santa Clara, is a social trading platform for cryptocurrency. It is presented as a simple way to manage a portfolio by automating the user's trading strategy.
The Yourefolio platform provides an experience for estate planners, equipped with tools and features that assist with the preparation, organization and execution of an estate to a complete level. Yourefolio also helps foster the creation of beneficiary relationships and assists in maintaining them.
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
