NaviPlanAdvicent
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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
Manage serves, notify clients, generate proofs, get paid online, plus lots more. Start a new job and enter the details. This data will populate throughout various stages of the job. Save attempts and service details, and choose which events to share with the client. The job and service details will appear on the template you select. Review or edit, then print and sign. Track your serves from start to finish. Enter data once, then save time as info populates throughout the life cycle of each serve. Send email notifications, or invite clients to a free account where they can enter serves, upload docs, and view status without calling you. Reduce the amount of time and effort it takes to get paid by allowing customers to pay you online right from the invoice. Add a layer of transparency by saving GPS to your serves. More clients are requesting GPS data, and it’s required by some courts.
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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 seeking a tool to grow their business with a process server software
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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
$29 per month
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 InformationServeManager
Founded: 2010
United States
www.servemanager.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
AWeber
Asana
Box
Dropbox
Gmail
Google Drive
Google Forms
Mailchimp
Microsoft 365
Microsoft Excel
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Integrations
AWeber
Asana
Box
Dropbox
Gmail
Google Drive
Google Forms
Mailchimp
Microsoft 365
Microsoft Excel
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