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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AppMap
Claude
GitHub Copilot
Java
Mistral AI
OpenAI
Python
Ruby on Rails
SmartOffice

Integrations

AppMap
Claude
GitHub Copilot
Java
Mistral AI
OpenAI
Python
Ruby on Rails
SmartOffice

Pricing Details

$2195.00/year
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

Alternatives

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