NaviPlanAdvicent
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Retirement Plan SoftwareActuarial Systems
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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
Since our inception in 1981, ASC provides innovative, cost effective retirement plan systems that help you stay competitive in this complex industry. All systems are developed and supported by experienced retirement industry professionals who understand your needs. The systems share data via automated integration, providing maximum efficiency and profitability. We provide Cloud Platforms in addition to our in-house installation options. Our systems utilize the latest in technology to make creating and managing your documents more efficiently than ever before possible, giving you more freedom to focus on your goals, your clients, and the growth of your business. ASC provides software, documents, training, and support for TPAs and retirement plan professionals. We provide unlimited plan size capability making us an option for large and smaller companies. Approximately 50% of all 401(k) participant accounts are run on an ASC system.
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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
Companies of all sizes and enterprises in need of a retirement plan system solution to stay competitive
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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 InformationActuarial Systems
Founded: 1981
United States
www.asc-net.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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Benefits Administration Features
Claims Management
COBRA Administration
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
Flexible Spending Accounts
FMLA Administration
For Brokers
For Employers
FSA Administration
Health Insurance Administration
HIPAA Compliant
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management
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Integrations
SmartOffice
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