Navable Overview

Navable is an advanced investment management software solution designed to simplify the process of managing investment portfolios for individuals and organizations. Whether you're an asset manager, financial advisor, or institutional investor, Navable offers a suite of powerful tools for portfolio management, risk assessment, and performance analytics. The software allows users to track their investments in real time, monitor asset allocation, and assess overall portfolio health with easy-to-read visual dashboards. With features like automated rebalancing, tax optimization, and scenario modeling, Navable helps investors make data-driven decisions to maximize returns while managing risk. The platform also integrates with external data sources, such as market indices and financial reports, ensuring that users have up-to-date information at their fingertips. Additionally, Navable includes compliance tracking tools to ensure that investment strategies align with industry regulations. With its user-friendly interface and customizable reporting features, Navable empowers investors to optimize their portfolios and improve financial outcomes.

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Contact Details

  • Vendor Name Navable
  • Founded
  • Location United States

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Investment Management, Real Estate, Venture Capital

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Navable Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

Navable Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Navable FAQs

Navable is an advanced investment management software solution designed to simplify the process of managing investment portfolios for individuals and organizations. Whether you're an asset manager, financial advisor, or institutional investor, Navable offers a suite of powerful tools for portfolio management, risk assessment, and performance analytics. The software allows users to track their investments in real time, monitor asset allocation, and assess overall portfolio health with easy-to-read visual dashboards. With features like automated rebalancing, tax optimization, and scenario modeling, Navable helps investors make data-driven decisions to maximize returns while managing risk. The platform also integrates with external data sources, such as market indices and financial reports, ensuring that users have up-to-date information at their fingertips. Additionally, Navable includes compliance tracking tools to ensure that investment strategies align with industry regulations. With its user-friendly interface and customizable reporting features, Navable empowers investors to optimize their portfolios and improve financial outcomes.

  • No, Navable does not offer a free version.

  • Yes, Navable offers a free trial.

  • No, Credit Card details are not required for the Navable trial.

  • No, Navable does not offer an API.

  • Navable supports the following languages:
    • English

  • Following are the typical users of the Navable:
    • Self-Employed , Small-Business , Midsize-Business

  • Navable supports the following deployment:
    • Cloud Hosted

  • Navable supports the following devices and operating systems:
    • Web-Based