NaviPlanAdvicent
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About
From easy plan management and unbiased investment choices to fiduciary services, simple plan setup and time-saving efficiencies, you can leverage benefits that make a difference with our retirement plan solutions. ADP is helping participants get retirement ready by putting meaningful tools in your employees hands so they can plan for retirement at their convenience. With a mobile enrollment experience that allows participants to enroll anytime, anywhere and features like the MyADP Retirement Snapshot calculator that allows participants to obtain an estimate of their retirement savings through a series of personalized questions, and targeted messaging that pushes important information to participants, we are always designing for you and your employees. Making the best possible investment choices for your plan is critical to its success.
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About
Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies. NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Businesses seeking for a solution offering 401(k) retirement plan management
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Audience
Financial firms, tax firms, accounting firms seeking a solution to manage their operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$2195.00/year
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationADP
Founded: 1949
United States
www.adp.com/what-we-offer/benefits/retirement/401k.aspx
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Company InformationAdvicent
Founded: 2011
United States
www.advicentsolutions.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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Integrations
ClearCompany
Deputy
Docufree
Homebase
Oracle Fusion Cloud ERP
OrgChart
QuickBooks Time
SAP SuccessFactors
Sage Intacct
Slack
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Integrations
ClearCompany
Deputy
Docufree
Homebase
Oracle Fusion Cloud ERP
OrgChart
QuickBooks Time
SAP SuccessFactors
Sage Intacct
Slack
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