Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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