Navatar
The Global Leader in Financial Services Cloud.
Overview
Navatar provides cloud-based software for the financial services industry, with a focus on private equity, investment banking, and asset management. Built on the Salesforce platform, Navatar's solutions help firms manage relationships, deals, and fundraising. The company aims to provide a unified platform for financial professionals to streamline their operations and make better decisions.
✨ Key Features
- CRM for financial services
- Deal and pipeline management
- Fundraising and investor relations
- Reporting and analytics
- Built on the Salesforce platform
🎯 Key Differentiators
- Deep industry expertise in financial services
- Built on the Salesforce platform
- Comprehensive suite of solutions
Unique Value: Provides financial services firms with a unified and industry-specific platform to manage their key operations, from deal sourcing to investor relations.
🎯 Use Cases (4)
✅ Best For
- CRM and deal management for private equity and investment banking firms
- Fundraising and investor relations for asset managers
💡 Check With Vendor
Verify these considerations match your specific requirements:
- General-purpose CRM for non-financial services industries
🏆 Alternatives
Offers a more tailored and out-of-the-box solution for financial services firms compared to general-purpose CRMs.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: N/A
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