Software Alternatives & Reviews
Register | Login

InvestWell Software VS Liveplan

Compare InvestWell Software VS Liveplan and see what are their differences

ABcard
ABcard - service allows you to issue an unlimited number of cards to pay for advertising accounts. 3 unique BINs for any work tasks, management of a team of media buyers inside a personal account and complete anonymity when paying for traffic. featured
Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

InvestWell Software logo InvestWell Software

InvestWell Mutual Fund Software simplify process, manages client portfolios & help them to grow. Financial Planning Software provides customized Portfolio Services, MIS, Sales Tools & more.

Liveplan logo Liveplan

LivePlan helps entrepreneurs and small-to-medium size business owners build dynamic business plans and track performance against their goals.
  • InvestWell Software Landing page
    Landing page //
    2021-07-28

InvestWell Financial Planning Software for IFAs & RIAs is one of most reliable cost effective tool. This Mutual Fund Software works for both Investors and Distributors.

Mutual Fund Software is used by Mutual Fund Distributors to provide value added services to their investors. A good software must have strong Portfolio tracking capabilities, robust CRM and reliable data accuracy.

InvestWell has been at the forefront of the Mutual Fund industry in providing solutions to Mutual Fund Distributors since the last 18+ years. They have Cloud as well On-Premise solution for Portfolio Management of all assets for your Investors.

  • Liveplan Landing page
    Landing page //
    2023-08-28

LivePlan simplifies business planning, budgeting, forecasting, and performance tracking for small businesses and startups. Set business goals, compare performance to industry benchmarks, and see all your key numbers in an easy-to-use dashboard so you know exactly what's going on in your business. Less than $20/month.

InvestWell Software

Website
investwellonline.com
Pricing URL
Official InvestWell Software Pricing
$ Details
-
Platforms
-
Release Date
-
Edit details

Liveplan

Website
liveplan.com
Pricing URL
Official Liveplan Pricing
$ Details
paid $10.0 / Monthly (2 Users, 1 Active Company, All Features)
Platforms
Browser Web Google Chrome Firefox Safari Internet Explorer Edge
Release Date
2010 April
Edit details

InvestWell Software videos

No InvestWell Software videos yet. You could help us improve this page by suggesting one.

+ Add video

Liveplan videos

+ Add

Small Business Success with LivePlan

More videos:

  • Tutorial - Intro to the LivePlan Pitch Tab
  • Review - Getting Started in LivePlan
  • Review - LivePlan, Online Business Planning Software Overview
  • Review - LivePlan Training Session: Writing Your Business Plan
  • Review - 4:22 NOW PLAYING WATCH LATER ADD TO QUEUE 2 Minute Tech Tip Best Way to Create A Business Plan Write A Business Plan Success Using LivePlan

Category Popularity

0-100% (relative to InvestWell Software and Liveplan)

InvestWell Software

Liveplan

Finance
100 100%
Finance
0% 0
Business Planning
0 0%
Business Planning
100% 100
Financial Planner
100 100%
Financial Planner
0% 0
Business Plan
0 0%
Business Plan
100% 100

User comments

Share your experience with using InvestWell Software and Liveplan. For example, how are they different and which one is better?
Log in or Post with

Reviews

These are some of the external sources and on-site user reviews we've used to compare InvestWell Software and Liveplan

InvestWell Software Reviews

We have no reviews of InvestWell Software yet.
Be the first one to post

Liveplan Reviews

The Top 7 Business Planning Software Tools for Startups
Business Plan Pro is a product of Palo Alto Software, the same company that makes LivePlan. This option is ideal for entrepreneurs who don’t want a fully cloud-based product like LivePlan, or for customers who prefer a one-time charge to a monthly subscription:
Source: startupsavant.com
Use these 5 best business planning software to launch your business ideas
LivePlan also syncs with QuickBooks, plus you need not hassle with formulas. It creates financial tables, charts and reports automatically, and you can export your final plan to Word or PDF, or export your pitch to PowerPoint for a beautiful slideshow presentation.
Source: windowsreport.com
The Best Business Plan Software of 2018
For any but the simplest of proposals, it's an iterative process. So, you need to highlight the parts to come back to (after your accountant responds, for example). Or, the software should at least save data in some kind of draft status. However, across all of these apps, some forms insist you must enter something in a field before it will save everything on the page, which...
Source: au.pcmag.com

Social recommendations and mentions

Based on our record, Liveplan seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

InvestWell Software mentions (0)

We have not tracked any mentions of InvestWell Software yet. Tracking of InvestWell Software recommendations started around Mar 2021.

Liveplan mentions (1)

What are some alternatives?

When comparing InvestWell Software and Liveplan, you can also consider the following products

Flinks - Flinks is the only financial data aggregator dedicated to the Canadian market.

Bizplan - Modern business planning for startups

RightCapital - RightCapital is a financial and tax planning software solution.

IdeaBuddy - Innovative business planning software

Fast409A - Fast409A is a painless, time-efficient service provided in partnership with Solium.

Cuttles.io - Develop your idea, write your plan & build your startup

Loading...