NaviPlanAdvicent
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StorytellerBlueprint 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.
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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.
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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 searching for a solution to understand their automation estate and see where to improve it
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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 InformationBlueprint Software Systems
Founded: 2004
Canada
www.blueprintsys.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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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
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Integrations
SmartOffice
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