NaviPlan

NaviPlan

Advicent
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About

LeadsNavi exists to move marketing beyond campaigns and into connection. We believe Vibe Marketing is the future, where every message delivers the hyper-personalized content to the right audience, at the right time, with the right vibe. LedsNavi offers advanced features to boost your outreach efficiency: 1. AI-Powered Lead Enrichment Go beyond basic lists. LeadsNavi automatically enriches your contact data, identifying ideal customer profiles and ensuring your message reaches the right accounts. 2. Hyper-Personalized Outreach The AI crafts unique, relevant email copy for each recipient at scale. By analyzing lead data, it generates messages that resonate and drive higher reply rates. 3. Intelligent Campaign Beyond a simple scheduler, LeadsNavi features an autonomous engine that learns from every interaction. 4.Vibe Marketing Engine Interprets your marketing goals from a single sentence. Simply describe the campaign you want, AI handles everything for you.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

LeadsNavi is ideal for: SMBs, Marketers, Sales teams, business development (BD) teams, GTM and international expansion teams, SaaS companies.

Audience

Financial firms, tax firms, accounting firms seeking a solution to manage their operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$2195.00/year
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

LeadsNavi
Founded: 2023
Singapore
www.leadsnavi.com

Company Information

Advicent
Founded: 2011
United States
www.advicentsolutions.com

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Categories

Categories

Lead Generation Features

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

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

Integrations

SmartOffice

Integrations

SmartOffice
Claim LeadsNavi and update features and information
Claim LeadsNavi and update features and information