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
No
API Access
Has API
No
Integrations
SmartOffice
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$2195.00/year
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
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
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
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
Yes
Commercial Properties
Yes
Contact Management
Yes
Credit Check
Yes
Expense Management
Yes
Insurance Management
No
Landlord Database
Yes
Late Fee Calculation
No
Lease Management
Yes
Maintenance Management
Yes
Owner Portal
Yes
Payment Processing
No
Portfolio Management
Yes
Rent Tracking
No
Residential Properties
Yes
Tax Management
No
Tenant Database
Yes
Tenant Portal
Yes
Vacancy Tracking
No
Website Management
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
