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Description

Blank Slate provides an unparalleled capability to assess and analyze the knowledge levels within your organization. This cutting-edge system allows you to monitor who possesses specific knowledge in real-time, enabling timely responses. Such actionable insights equip leadership with unprecedented power, offering high-quality data for enhanced decision-making. Imagine harnessing this immediate understanding to forecast future challenges. Built upon a sophisticated probabilistic framework, Blank Slate's predictive analytics empower leaders to identify potential issues before they arise, allowing for proactive measures. Remarkably, our predictions improve continuously, ensuring that critical information remains accessible to prevent costly errors. With our True Knowledge Analytics™ platform, organizational leaders can consistently track knowledge distribution in real-time, fostering a culture of informed decision-making that drives success. Additionally, this dynamic approach not only enhances efficiency but also nurtures a more knowledgeable workforce.

Description

NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

SmartOffice No 

Integrations

SmartOffice Yes 

Pricing Details

$9.99/month/user
Reduces at scale
Free Trial No 
Free Version No 

Pricing Details

$2195.00/year
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Blank State

Founded

2017

Country

United States

Website

blankslatetech.co

Vendor Details

Company Name

Advicent

Founded

2011

Country

United States

Website

www.advicentsolutions.com

Product Features

Training

Academic / Education No 
Asynchronous Learning No 
Blended Learning Yes 
Built-In Course Authoring No 
Built-in LMS No 
Certification Management No 
Corporate / Business No 
Learner Portal No 
Mobile Learning Yes 
Simulation No 
Synchronous Learning No 
Training Companies Yes 
eCommerce No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management Yes 
Risk Management Yes 

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