Compare NaviPlan vs. Storyteller

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.

Blueprint offers innovative software for process analysis, design, and automation that empowers organizations to evaluate process value, eliminate inefficiencies, and swiftly develop new processes while implementing data-driven improvement strategies with exceptional accuracy. Within days, you can obtain a thorough assessment of your automation landscape for a fraction of the cost typically charged by larger consulting firms. By utilizing high-level and detailed recommendations for optimization, reuse, and retirement, you can enhance your overall automation framework. Identify and eradicate costly redundancies in your processes to boost efficiency and conserve both time and resources. Gain insights into the complexities of your automation systems, allowing you to sidestep overly complicated automated processes without delving into the underlying code. Additionally, determine whether replatforming is a viable option for your organization by accurately assessing the compatibility of your automation landscape with various RPA tools through precise mapping percentages, ultimately facilitating informed decision-making. This comprehensive approach not only streamlines operations but also positions your organization for future growth and adaptability.