NaviPlanAdvicent
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Navy Federal Business CheckingNavy Federal Credit Union
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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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About
For many small businesses, a critical step is opening a business checking and savings account. Think of these accounts as essential tools to help your small business grow and thrive. All accounts earn dividends and come standard with a Navy Federal Business Debit Card, free starter checks and access to digital banking. First 30 non-electronic transactions included; $0.25 per transaction thereafter. No term restrictions. Competitive rates. Minimum of $2,500 balance to earn dividends. Earns more than a standard savings account without term restrictions. Businesses looking for higher earnings than a standard savings account, businesses with the ability to maintain higher balances on deposit, businesses interested in earning a jumbo dividend rate, and businesses prioritizing earning the highest dividend rate without needing flexible access to savings. To be eligible for Business Solutions offerings, business owners must first be members of Navy Federal Credit Union.
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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
Financial firms, tax firms, accounting firms seeking a solution to manage their operations
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Audience
Business owners that are members of Navy Federal Credit Union in search of a business checking and savings bank account to help their companies grow
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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
$2195.00/year
Free Version
Free Trial
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Pricing
No information available.
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 InformationAdvicent
Founded: 2011
United States
www.advicentsolutions.com
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Company InformationNavy Federal Credit Union
Founded: 1933
United States
www.navyfederal.org/services/business/checking-savings.html
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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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