Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Integrations
SmartOffice
No
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