NaviPlan

NaviPlan

Advicent
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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

We are a veteran owned business with over 70% veteran workforce, owned and run by former Navy SEALS. We are also a proud Official Partner of the Navy SEAL Foundation and an Executive Sponsor of the SEAL Legacy Foundation. Are you looking for a new point of sale system for your gun store? Trident 1 is the premier provider of the first all-in-one FFL software designed specifically for the firearms retail industry. Created to replace multiple outdated software systems with one universally integrated solution, Trident 1 streamlines and consolidates ALL systems into a single solution to save you time and money. You can access Trident 1 from anywhere on any device, so you’re always in control of your retail operations. We specialize in retail sales, range management, compliance, industry leading integrations, secure payment processing, and excellent, US based customer service.

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

Businesses requiring a point-of-sale solution to monitor retail operations, process payments, and manage customer relationships

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

$249/mo
The most competitively priced, cloud based FFL point-of-sale software on the market. Lock in our lowest rate of $249/mo.
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 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros from Real Users

Pros

  • Being new to the industry, we searched for the best cloud based POS FFL Software and Credit Card Processing. Trident1 also has Shooting Range capabilities (also, in our future). The staff & support at Trident1 is "Outstanding". We also liked the option of having Trident1 come on site to do our training. Trident1 is also integrated with FastBound's FFL software for A & D and Electronic 4473 transactions. All of us at Joey Guns highly recommends Trident1
  • A one-stop shop, easy to use and train on: POS Gunsmithing Transfers Ordering Inventory Payroll Backorders

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

Trident 1
United States
trident1pos.com

Alternatives

Moneytree

Moneytree

Moneytree Software

Alternatives

Bravo POS for Gun Stores

Bravo POS for Gun Stores

Bravo Store Systems
Cumulus Retail

Cumulus Retail

Celerant Technology
inStream

inStream

inStream Solutions
Orchid POS™

Orchid POS™

Orchid LLC
Buy/Sell Plus

Buy/Sell Plus

Data Age Business Systems
Bravo POS for Pawnbrokers

Bravo POS for Pawnbrokers

Bravo Store Systems

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

Background Check Features

Batch Processing
Employment Screening
Online Applications
Screening Services Integration
Self Service Portal
Status Tracking
Tenant Screening

Compliance Features

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
Incident Management
ISO Compliance
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Firearms Features

Accounting / ERP
Analytics / Reporting
ATF Compliance
Audit Trail
Background Check
Barcode Scanning / Printing
CRM
eCommerce / Online Sales
Electronic 4473
Electronic Bound Book
eZ Check Verification
FFL
For Shooting Instructors
For Shooting Ranges
Inventory Management
Point of Sale (POS)
Purchasing / Procurement

Inventory Management Features

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Point of Sale Features

Barcode Scanning
Commission Management
Cryptocurrency Support
Customer Account Profiles
Discount Management
eCommerce Integration
Electronic Signature
Gift Card Management
Loyalty Program
Multi-Location
Restaurant POS
Retail POS
Returns Management

Retail Management Features

Commission Management
CRM
eCommerce
Email Marketing
Employee Management
Loyalty Program
Mail Order
Merchandise Management
Multi-Location
Order Management
Purchase Order Management
Reporting/Analytics
Returns Management

Retail POS Systems Features

Barcode Scanning
Commission Management
Discount Management
eCommerce
Gift Card Management
Inventory Management
Loyalty Program Support
Pricing Management
Returns Tracking
Sales Tracking
Touch Screen

Time Tracking Features

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

eCommerce Features

Catalog Management
Channel Management
CRM
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates

Integrations

BigCommerce
E4473
FastBound
QuickBooks Online
SmartOffice
Smartwaiver
Twilio
WooCommerce
WordPress

Integrations

BigCommerce
E4473
FastBound
QuickBooks Online
SmartOffice
Smartwaiver
Twilio
WooCommerce
WordPress