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ease
features
design
support

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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.

Description

AppMap Navie serves as an AI-enhanced assistant for developers, aimed at improving the software development process through insightful recommendations and effective troubleshooting help. By merging both static and dynamic application analysis, Navie aids developers in gaining a clearer understanding of their codebases and optimizing them more efficiently. This tool integrates smoothly into various development environments and offers customizable deployment options while ensuring enterprise-level security, including compatibility with GitHub Copilot and personalized language models. Furthermore, the platform provides crucial context for AI-powered recommendations, such as details on HTTP requests, function parameters, and database interactions, which collectively boost code quality and expedite issue resolution. Developers seeking to refine their workflows, tackle intricate programming challenges, and elevate the performance of their applications will find Navie to be an invaluable asset. Ultimately, Navie's capabilities empower software teams to innovate faster and deliver higher-quality products.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AppMap No 
Claude No 
GitHub Copilot No 
Java No 
Mistral AI No 
OpenAI No 
Python No 
Ruby on Rails No 
SmartOffice Yes 

Integrations

AppMap Yes 
Claude Yes 
GitHub Copilot Yes 
Java Yes 
Mistral AI Yes 
OpenAI Yes 
Python Yes 
Ruby on Rails Yes 
SmartOffice No 

Pricing Details

$2195.00/year
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Advicent

Founded

2011

Country

United States

Website

www.advicentsolutions.com

Vendor Details

Company Name

AppMap

Founded

2019

Country

United States

Website

appmap.io/product/appmap-navie

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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