Covercy vs NaviPlan
CovercyBanking Software
NaviPlanBanking Software
From $2,195 / yrPublished price
Covercy Banking Software One Platform Where Everything Connects | NaviPlan Banking Software Financial planning software for advisors with cash flow and tax planning modules. | |
|---|---|---|
| Overview | ||
| Category | Banking Software | Banking Software |
| What it is | Banking for CRE syndicators. | Financial planning software for advisors with cash flow and tax planning modules. |
| Pricing | ||
| Published price | Not published | From $2,195 / yr NaviPlan (now owned by InvestCloud after acquiring Advicent) is quoted per advisor with pricing that reportedly starts around $2,195/year for entry-level access, scaling up for ad… |
| Pricing model | Tiered plans | Tiered plans |
| Free options | Free plan · Free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2015 | 1995 |
| Team size | 11-50 employees | 201-500 employees |
| Headquarters | New York, NY | Toronto, ON |