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
The airSlate Academy will help you build your career in automation. You can improve your professional skills by completing free certification programs that cover a variety of topics. You can choose from basic courses in business and document processing to advanced certifications in automation deployment. Find the right course for you and take the next step in the digital age. You don't have to rush, you can complete any course at your own pace. airSlate is a tool that helps businesses automate every aspect of their business processes. airSlate offers a variety of tools that can be used to optimize the way a business works. This course is designed to give you hands-on experience with our end-to-end solution. airSlate has been proven to be useful in automating routine tasks and eliminating paper-based tasks. This course will help you understand the basics of task automation and the various types of Bot automation technology.
API Access
Has API
No
API Access
Has API
No
Integrations
SmartOffice
No
Pricing Details
$2195.00/year
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
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
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
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
airSlate
Founded
2008
Country
United States
Website
www.airslate.com/academy
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
Product Features
Training
Academic / Education
Yes
Asynchronous Learning
No
Blended Learning
No
Built-In Course Authoring
No
Built-in LMS
No
Certification Management
No
Corporate / Business
Yes
Learner Portal
Yes
Mobile Learning
No
Simulation
No
Synchronous Learning
No
Training Companies
No
eCommerce
No