NaviPlan
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.
Learn more
QUODD
For more than twenty years, QUODD has been at the forefront of providing groundbreaking market data solutions, empowering the financial ecosystem with the most extensive collection of integrated market data APIs available. Our robust data offerings are specifically designed to meet the needs of your business, covering a wide array of market segments and ensuring cloud delivery that guarantees both reliability and scalability.
Experience data tailored to your preferences:
Data Feeds — Enjoy tick-by-tick, real-time streaming from markets worldwide, optimized for the fast-paced demands of trading and analytics.
APIs — Benefit from developer-centric, contemporary integration and authentication protocols suited for fintech companies and financial institutions.
Integrations — Achieve seamless connectivity with downstream systems and enterprise workflows, featuring cloud-native delivery and scalable on-demand options.
With QUODD, you can unlock the potential of your financial operations and stay ahead in a competitive landscape.
Learn more
PowerCampus
Engage in effective communication with your students at every stage, from the initial recruitment process to ongoing alumni relations. Tailor Ellucian PowerCampus to align with the specific objectives and requirements of your institution. Implement a comprehensive management system that not only attracts and engages students but also ensures their retention throughout their educational journey. Utilize advanced analytics and reporting tools to evaluate progress, spot trends, and guide your decision-making processes. Streamline tasks, assess performance, and foster enduring relationships with donors. Take advantage of the College Board’s PowerFAIDS to fully automate financial aid processing and reporting. This holistic approach not only enhances student interaction but also strengthens the overall institutional framework. By leveraging these tools, institutions can create a more connected and supportive environment for both students and alumni.
Learn more
Unifyed
Unifyed products are developed through a collaborative working group involving representatives from Columbia University and partner institutions to meet the specific digital transformation requirements of higher education. This collaboration has resulted in innovative features like Unifyed App Sharing, which facilitates the sharing of applications among institutions, thereby preventing unnecessary duplication of efforts. As additional colleges and universities adopt Unifyed, the collective strength of the community grows, leading to an increased availability of applications for everyone involved. One noteworthy offering is Unifyed Student – Financial Aid, which utilizes PowerFAIDS® to provide a highly efficient and all-encompassing solution for managing and automating financial aid processes, significantly reducing the reliance on manual tasks. Overall, these advancements not only streamline operations but also foster a more interconnected educational ecosystem.
Learn more
