Aurigo PrimusAurigo
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NaviPlanAdvicent
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About
Aurigo Primus Plan is an AI-powered capital planning and portfolio optimization solution purpose-built to help facility owners and operators standardize project intake, evaluate and prioritize investment opportunities, forecast budget and cash flows, and optimize multi-year capital programs with AI-guided scenario modelling and what-if analyses so strategic decisions are backed by data rather than manual spreadsheets; it provides centralized dashboards, automated workflows, and real-time portfolio health insights that make it easier to assess financial impact, balance funding sources, track risks, and align capital plans with organizational goals. It captures and organizes project charters and funding options, supports comprehensive budgeting, forecasting, and ROI analysis, and enables stakeholders to compare scenarios to maximize return on investment and reduce capital waste.
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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
Facility owners, capital planners, finance teams, and project portfolio managers wanting a tool to prioritize projects, model multi-year investment scenarios, and optimize funding decisions with real-time visibility
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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 InformationAurigo
Founded: 2003
United States
www.aurigo.com/primus-plan/
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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
SmartOffice
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