Learn More

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Blank Slate provides an unparalleled capability to assess and analyze the knowledge levels within your organization. This cutting-edge system allows you to monitor who possesses specific knowledge in real-time, enabling timely responses. Such actionable insights equip leadership with unprecedented power, offering high-quality data for enhanced decision-making. Imagine harnessing this immediate understanding to forecast future challenges. Built upon a sophisticated probabilistic framework, Blank Slate's predictive analytics empower leaders to identify potential issues before they arise, allowing for proactive measures. Remarkably, our predictions improve continuously, ensuring that critical information remains accessible to prevent costly errors. With our True Knowledge Analytics™ platform, organizational leaders can consistently track knowledge distribution in real-time, fostering a culture of informed decision-making that drives success. Additionally, this dynamic approach not only enhances efficiency but also nurtures a more knowledgeable workforce.

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.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

SmartOffice

Integrations

SmartOffice

Pricing Details

$9.99/month/user
Free Trial
Free Version

Pricing Details

$2195.00/year
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

Blank State

Founded

2017

Country

United States

Website

blankslatetech.co

Vendor Details

Company Name

Advicent

Founded

2011

Country

United States

Website

www.advicentsolutions.com

Product Features

Training

Academic / Education
Asynchronous Learning
Blended Learning
Built-In Course Authoring
Built-in LMS
Certification Management
Corporate / Business
Learner Portal
Mobile Learning
Simulation
Synchronous Learning
Training Companies
eCommerce

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

Moneytree Reviews

Moneytree

Moneytree Software
inStream Reviews

inStream

inStream Solutions
Slate Reviews

Slate

Slate JS