NaviPlanAdvicent
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Prolegis Estate PlanProlegis Solutions
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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
Estate Plan is cloud-based estate planning software for law firms and legal teams that manage will and related-document matters. Firms can collect client information through configurable questionnaires and a secure client portal, organize matter details, and use firm-specific templates to draft and edit estate-planning documents. The workflow includes team checklists, document storage, and client communications by email and text. Staff can review and adjust generated documents before producing them individually or as a package, including wills, powers of attorney, and personal directives. The software also supports amendments and version comparison, helping legal professionals coordinate intake, drafting, review, and reporting for client estate plans.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Financial firms, tax firms, accounting firms seeking a solution to manage their operations
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Audience
Law firms and legal teams handling estate-planning matters for clients, including will and related-document preparation.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$2195.00/year
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$49/transaction
$49 per transaction; no fixed-term contract is required.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationAdvicent
Founded: 2011
United States
www.advicentsolutions.com
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Company InformationProlegis Solutions
Founded: 2018
Canada
www.prolegis.ca/estateplan
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Alternatives |
Alternatives |
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Categories |
Categories |
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Investment Management Features
Accounting Management
Not Supported
Benchmarking
Not Supported
Bonds / Stocks
Supported
Client Management
Supported
Commodities
Not Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Fund Management
Supported
Modeling & Simulation
Supported
Payroll & Commissions
Not Supported
Performance Metrics
Not Supported
Portfolio Management
Supported
Risk Management
Supported
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