# Top 10 Navatar Alternatives & Competitors
**Average Rating:** 4.2/5
**Total Number of Reviews:** 5
The Financial Services CRM Software solutions below are the most common alternatives that users and reviewers compare with Navatar. Financial Services CRM Software is a widely used technology, and many people are seeking easily administered, productive software solutions with mobility, automation, and forecasting. Other important factors to consider when researching alternatives to Navatar include reliability and ease of use. The best overall Navatar alternative is Maximizer. Other similar apps like Navatar are Betterment at Work, Morningstar Direct, Morningstar Direct Advisory Suite (formerly Advisor Workstation), and Acquire.com. Navatar alternatives can be found in [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) but may also be in [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) or [Financial Research Software](https://www.g2.com/categories/financial-research).


## Best Paid & Free Alternatives to Navatar
  - [Maximizer](https://www.g2.com/products/maximizer/reviews)
  - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews)
  - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews)
  - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews)
  - [Acquire.com](https://www.g2.com/products/acquire-com/reviews)
  - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews)
  - [PitchBook](https://www.g2.com/products/pitchbook/reviews)
  - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews)
  - [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews)
  - [Koyfin](https://www.g2.com/products/koyfin/reviews)

## Top 10 Alternatives to Navatar Recently Reviewed By G2 Community
Browse options below. Based on reviewer data, you can see how Navatar stacks up to the competition, check reviews from current & previous users in industries like Education Management, Financial Services, and Information Technology and Services, and find the best product for your business.


  ### 1. [Maximizer](https://www.g2.com/products/maximizer/reviews)
By Maximizer Software
**Average Rating:** 4.0/5
**Total Reviews:** 672
The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.


Categories in common with Navatar: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm)

**Compare:** [Navatar vs Maximizer](https://www.g2.com/compare/maximizer-vs-navatar)
**Compare Maximizer with other alternatives:**
- [Maximizer vs Betterment at Work](https://www.g2.com/compare/betterment-at-work-vs-maximizer)
- [Maximizer vs Morningstar Direct](https://www.g2.com/compare/maximizer-vs-morningstar-direct)
- [Maximizer vs Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/compare/maximizer-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
- [Maximizer vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-maximizer)
- [Maximizer vs Redtail Technology](https://www.g2.com/compare/maximizer-vs-redtail-technology)
- [Maximizer vs PitchBook](https://www.g2.com/compare/maximizer-vs-pitchbook)
- [Maximizer vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-maximizer)
- [Maximizer vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-maximizer)
- [Maximizer vs Koyfin](https://www.g2.com/compare/koyfin-vs-maximizer)

  ### 2. [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews)
By Betterment
**Average Rating:** 4.3/5
**Total Reviews:** 547
Your business is built to grow—and so is our 401(k) plan. It’s easy to manage, supports your long-term strategy, and provides proactive guidance at every step, keeping your plan running smoothly and staying compliant. Give your employees access to an easy-to-use, powerful solution for investing and retirement savings—featuring expert-built portfolios, personalized financial guidance, external account linking, and a suite of complementary tools to build wealth. All accessible through our mobile app. And with $21+ Billion in retirement AUM, we’re a partner your business can rely on. Discover a better way to 401(k) today.


Categories in common with Navatar: [Investment Portfolio Management](https://www.g2.com/categories/investment-portfolio-management)

**Compare:** [Navatar vs Betterment at Work](https://www.g2.com/compare/betterment-at-work-vs-navatar)
**Compare Betterment at Work with other alternatives:**
- [Betterment at Work vs Maximizer](https://www.g2.com/compare/betterment-at-work-vs-maximizer)
- [Betterment at Work vs Morningstar Direct](https://www.g2.com/compare/betterment-at-work-vs-morningstar-direct)
- [Betterment at Work vs Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/compare/betterment-at-work-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
- [Betterment at Work vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-betterment-at-work)
- [Betterment at Work vs Redtail Technology](https://www.g2.com/compare/betterment-at-work-vs-redtail-technology)
- [Betterment at Work vs PitchBook](https://www.g2.com/compare/betterment-at-work-vs-pitchbook)
- [Betterment at Work vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-betterment-at-work)
- [Betterment at Work vs Lead Management](https://www.g2.com/compare/betterment-at-work-vs-total-expert-lead-management)
- [Betterment at Work vs Koyfin](https://www.g2.com/compare/betterment-at-work-vs-koyfin)

  ### 3. [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews)
By Morningstar
**Average Rating:** 4.1/5
**Total Reviews:** 425
Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world.  Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies.   And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard.


Categories in common with Navatar: [Investment Portfolio Management](https://www.g2.com/categories/investment-portfolio-management)

**Compare:** [Navatar vs Morningstar Direct](https://www.g2.com/compare/morningstar-direct-vs-navatar)
**Compare Morningstar Direct with other alternatives:**
- [Morningstar Direct vs Maximizer](https://www.g2.com/compare/maximizer-vs-morningstar-direct)
- [Morningstar Direct vs Betterment at Work](https://www.g2.com/compare/betterment-at-work-vs-morningstar-direct)
- [Morningstar Direct vs Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/compare/morningstar-direct-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
- [Morningstar Direct vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-morningstar-direct)
- [Morningstar Direct vs Redtail Technology](https://www.g2.com/compare/morningstar-direct-vs-redtail-technology)
- [Morningstar Direct vs PitchBook](https://www.g2.com/compare/morningstar-direct-vs-pitchbook)
- [Morningstar Direct vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-morningstar-direct)
- [Morningstar Direct vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-morningstar-direct)
- [Morningstar Direct vs Koyfin](https://www.g2.com/compare/koyfin-vs-morningstar-direct)

  ### 4. [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews)
By Morningstar
**Average Rating:** 4.1/5
**Total Reviews:** 285
Built for productivity, Direct Advisory Suite (formerly Advisor Workstation) supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.


Categories in common with Navatar: [Investment Portfolio Management](https://www.g2.com/categories/investment-portfolio-management)

**Compare:** [Navatar vs Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/compare/morningstar-direct-advisory-suite-formerly-advisor-workstation-vs-navatar)
**Compare Morningstar Direct Advisory Suite (formerly Advisor Workstation) with other alternatives:**
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation) vs Maximizer](https://www.g2.com/compare/maximizer-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation) vs Betterment at Work](https://www.g2.com/compare/betterment-at-work-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation) vs Morningstar Direct](https://www.g2.com/compare/morningstar-direct-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation) vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation) vs Redtail Technology](https://www.g2.com/compare/morningstar-direct-advisory-suite-formerly-advisor-workstation-vs-redtail-technology)
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation) vs PitchBook](https://www.g2.com/compare/morningstar-direct-advisory-suite-formerly-advisor-workstation-vs-pitchbook)
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation) vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation) vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
- [Morningstar Direct Advisory Suite (formerly Advisor Workstation) vs Koyfin](https://www.g2.com/compare/koyfin-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)

  ### 5. [Acquire.com](https://www.g2.com/products/acquire-com/reviews)
By Acquire.com
**Average Rating:** 4.9/5
**Total Reviews:** 281
MicroAcquire helps startups find buyers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen.


Categories in common with Navatar: [Deal Sourcing](https://www.g2.com/categories/deal-sourcing)

**Compare:** [Navatar vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-navatar)
**Compare Acquire.com with other alternatives:**
- [Acquire.com vs Maximizer](https://www.g2.com/compare/acquire-com-vs-maximizer)
- [Acquire.com vs Betterment at Work](https://www.g2.com/compare/acquire-com-vs-betterment-at-work)
- [Acquire.com vs Morningstar Direct](https://www.g2.com/compare/acquire-com-vs-morningstar-direct)
- [Acquire.com vs Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/compare/acquire-com-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
- [Acquire.com vs Redtail Technology](https://www.g2.com/compare/acquire-com-vs-redtail-technology)
- [Acquire.com vs PitchBook](https://www.g2.com/compare/acquire-com-vs-pitchbook)
- [Acquire.com vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/acquire-com-vs-agentforce-financial-services-formerly-salesforce-financial-services-cloud)
- [Acquire.com vs Lead Management](https://www.g2.com/compare/acquire-com-vs-total-expert-lead-management)
- [Acquire.com vs Koyfin](https://www.g2.com/compare/acquire-com-vs-koyfin)

  ### 6. [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews)
By Orion Advisor Tech
**Average Rating:** 4.3/5
**Total Reviews:** 268
Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.


Categories in common with Navatar: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm)

**Compare:** [Navatar vs Redtail Technology](https://www.g2.com/compare/navatar-vs-redtail-technology)
**Compare Redtail Technology with other alternatives:**
- [Redtail Technology vs Maximizer](https://www.g2.com/compare/maximizer-vs-redtail-technology)
- [Redtail Technology vs Betterment at Work](https://www.g2.com/compare/betterment-at-work-vs-redtail-technology)
- [Redtail Technology vs Morningstar Direct](https://www.g2.com/compare/morningstar-direct-vs-redtail-technology)
- [Redtail Technology vs Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/compare/morningstar-direct-advisory-suite-formerly-advisor-workstation-vs-redtail-technology)
- [Redtail Technology vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-redtail-technology)
- [Redtail Technology vs PitchBook](https://www.g2.com/compare/pitchbook-vs-redtail-technology)
- [Redtail Technology vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-redtail-technology)
- [Redtail Technology vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-redtail-technology)
- [Redtail Technology vs Koyfin](https://www.g2.com/compare/koyfin-vs-redtail-technology)

  ### 7. [PitchBook](https://www.g2.com/products/pitchbook/reviews)
By PitchBook Data
**Average Rating:** 4.5/5
**Total Reviews:** 254
Global Private Equity & Venture Capital Data


Categories in common with Navatar: [Deal Sourcing](https://www.g2.com/categories/deal-sourcing)

**Compare:** [Navatar vs PitchBook](https://www.g2.com/compare/navatar-vs-pitchbook)
**Compare PitchBook with other alternatives:**
- [PitchBook vs Maximizer](https://www.g2.com/compare/maximizer-vs-pitchbook)
- [PitchBook vs Betterment at Work](https://www.g2.com/compare/betterment-at-work-vs-pitchbook)
- [PitchBook vs Morningstar Direct](https://www.g2.com/compare/morningstar-direct-vs-pitchbook)
- [PitchBook vs Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/compare/morningstar-direct-advisory-suite-formerly-advisor-workstation-vs-pitchbook)
- [PitchBook vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-pitchbook)
- [PitchBook vs Redtail Technology](https://www.g2.com/compare/pitchbook-vs-redtail-technology)
- [PitchBook vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-pitchbook)
- [PitchBook vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-pitchbook)
- [PitchBook vs Koyfin](https://www.g2.com/compare/koyfin-vs-pitchbook)

  ### 8. [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews)
By Salesforce
**Average Rating:** 4.3/5
**Total Reviews:** 227
Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.


Categories in common with Navatar: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm)

**Compare:** [Navatar vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-navatar)
**Compare Agentforce Financial Services (formerly Salesforce Financial Services Cloud) with other alternatives:**
- [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Maximizer](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-maximizer)
- [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Betterment at Work](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-betterment-at-work)
- [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Morningstar Direct](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-morningstar-direct)
- [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
- [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-agentforce-financial-services-formerly-salesforce-financial-services-cloud)
- [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Redtail Technology](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-redtail-technology)
- [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs PitchBook](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-pitchbook)
- [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Lead Management](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-total-expert-lead-management)
- [Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Koyfin](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-koyfin)

  ### 9. [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews)
By Total Expert
**Average Rating:** 4.5/5
**Total Reviews:** 157
Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.


Categories in common with Navatar: [Financial Services CRM](https://www.g2.com/categories/financial-services-crm)

**Compare:** [Navatar vs Lead Management](https://www.g2.com/compare/total-expert-lead-management-vs-navatar)
**Compare Lead Management with other alternatives:**
- [Lead Management vs Maximizer](https://www.g2.com/compare/total-expert-lead-management-vs-maximizer)
- [Lead Management vs Betterment at Work](https://www.g2.com/compare/betterment-at-work-vs-total-expert-lead-management)
- [Lead Management vs Morningstar Direct](https://www.g2.com/compare/total-expert-lead-management-vs-morningstar-direct)
- [Lead Management vs Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/compare/total-expert-lead-management-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
- [Lead Management vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-total-expert-lead-management)
- [Lead Management vs Redtail Technology](https://www.g2.com/compare/total-expert-lead-management-vs-redtail-technology)
- [Lead Management vs PitchBook](https://www.g2.com/compare/total-expert-lead-management-vs-pitchbook)
- [Lead Management vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-total-expert-lead-management)
- [Lead Management vs Koyfin](https://www.g2.com/compare/koyfin-vs-total-expert-lead-management)

  ### 10. [Koyfin](https://www.g2.com/products/koyfin/reviews)
By Koyfin
**Average Rating:** 4.8/5
**Total Reviews:** 124
Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. Intuitive Interface: Simplifies complex data analysis with visualization tools. Collaboration: Easily share and collaborate on watchlists and portfolios with your team. Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com


Categories in common with Navatar: [Investment Portfolio Management](https://www.g2.com/categories/investment-portfolio-management)

**Compare:** [Navatar vs Koyfin](https://www.g2.com/compare/koyfin-vs-navatar)
**Compare Koyfin with other alternatives:**
- [Koyfin vs Maximizer](https://www.g2.com/compare/koyfin-vs-maximizer)
- [Koyfin vs Betterment at Work](https://www.g2.com/compare/betterment-at-work-vs-koyfin)
- [Koyfin vs Morningstar Direct](https://www.g2.com/compare/koyfin-vs-morningstar-direct)
- [Koyfin vs Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/compare/koyfin-vs-morningstar-direct-advisory-suite-formerly-advisor-workstation)
- [Koyfin vs Acquire.com](https://www.g2.com/compare/acquire-com-vs-koyfin)
- [Koyfin vs Redtail Technology](https://www.g2.com/compare/koyfin-vs-redtail-technology)
- [Koyfin vs PitchBook](https://www.g2.com/compare/koyfin-vs-pitchbook)
- [Koyfin vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-koyfin)
- [Koyfin vs Lead Management](https://www.g2.com/compare/koyfin-vs-total-expert-lead-management)


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