Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Invantive Estate is a comprehensive real estate software designed to provide project managers with a holistic view of their projects. This platform seeks to unify all stakeholders involved in the financial backing, development, successful transfer, and upkeep of real estate ventures. It facilitates the entire process of real estate development, accommodating everything from minor projects to significant (re)developments, and supports activities from initial planning through to aftercare and maintenance. To effectively cater to all your development requirements, Invantive Estate enables the complete management of planning, contracts, risks, and costs. With its robust features, users can effortlessly formulate their plans, carry out Monte Carlo simulations, track expenses and revenues, and project end-of-project forecasts. Consequently, this leads to enhanced insights that empower you to maintain financial oversight and control over your initiatives. Additionally, the software's intuitive interface enhances collaboration among team members, ensuring that everyone stays aligned throughout the project's lifecycle.
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
API Access
Has API
Integrations
SmartOffice
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$2195.00/year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Invantive
Founded
2001
Country
Netherlands
Website
www.invantive.com
Vendor Details
Company Name
Advicent
Founded
2011
Country
United States
Website
www.advicentsolutions.com
Product Features
Real Estate Property Management
Billing & Invoicing
Commercial Properties
Contact Management
Credit Check
Expense Management
Insurance Management
Landlord Database
Late Fee Calculation
Lease Management
Maintenance Management
Owner Portal
Payment Processing
Portfolio Management
Rent Tracking
Residential Properties
Tax Management
Tenant Database
Tenant Portal
Vacancy Tracking
Website Management
Product Features
Investment Management
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
