NaviPlan

NaviPlan

Advicent
Storyteller

Storyteller

Blueprint Software 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.

About

Blueprint delivers transformative process analysis, design, and automation enablement software that helps organizations analyze and assess process value, identify and remove inefficiencies, create new processes quickly and efficiently, and execute on data-driven improvement strategies with speed and precision. Receive a comprehensive analysis of your automation estate in days instead of weeks at a fraction of the cost compared to big-shop consultants. Leverage optimization, reuse, and retirement recommendations at a high and granular level to improve your entire automation estate. See where there are costly redundancies in your processes and remove them to become more efficient while saving time and money. Understand the complexity of your automations and avoid unnecessarily complicated automated processes without having to read code. Decide if replatforming is right for you by seeing how compatible your automation estate is with other RPA tools with precise mapping percentages.

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

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

Audience

Companies searching for a solution to understand their automation estate and see where to improve it

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

$2195.00/year
Free Version
Free Trial

Pricing

No information available.
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

Advicent
Founded: 2011
United States
www.advicentsolutions.com

Company Information

Blueprint Software Systems
Founded: 2004
Canada
www.blueprintsys.com

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Categories

Categories

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

Application Lifecycle Management Features

Administrator Level Control
Defect Tracking
Iteration Planning
Project Management
Release Management
Requirements Review
Task Management
Test Case Tracking
User Level Management
Version Control

Integrations

SmartOffice

Integrations

SmartOffice
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