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
P2PAgri is a software-as-a-service platform focused on financial planning and risk management for farmers in Australia, aimed at minimizing business risks and enhancing operational efficiency. By leveraging real farm data alongside integration with Xero, farmers are empowered to create various planning scenarios, leading to improved strategic decision-making. Among its main functionalities are scenario analysis, cash flow oversight, five-year financial projections, bank ratio assessments, gross margin evaluations, and extensive risk management tools. Both free and subscription-based plans are offered to cater to different needs. This platform ultimately supports farmers in navigating uncertainties more effectively while pursuing their business goals.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
SmartOffice
Pricing Details
$2195.00/year
Free Trial
Free Version
Pricing Details
$89 AUD/month
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
P2PAgri
Founded
2012
Country
Australia
Website
p2pagri.com.au
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
Product Features
Farm Management
Barcoding / RFID
Built-in Accounting
CRM
Contract Management
Crop Management
Customer Management
Financial Management
Greenhouse Management
Inventory Management
Labor Management
Livestock Management
Order Processing
Pricing Management
Supplier Management
Traceability
Weather Records
