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features
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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

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 

Screenshots View All

Screenshots View All

Integrations

SmartOffice Yes 

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 

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