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.
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Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place.
Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time.
Track your investments across multiple exchanges, currencies and brokers.
This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money.
Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.
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Quotelinks Stock Screener
Quotelinks Stock Screener serves as a complimentary, web-based tool designed for analyzing stocks listed in the United States. This platform encompasses over 5,000 stocks from the NYSE, Nasdaq, and NYSE American, offering a variety of filters that assess valuation, dividends, growth, profitability, market capitalization, sectors, and technical indicators, along with predefined categories for dividend stocks, penny stocks, and the largest companies by market capitalization. Users can sort the results, and each stock listed is linked to its dedicated page featuring quotes, interactive charts, financial statements, essential statistics, and the latest news. Additionally, there is a dedicated ETF screener for U.S.-listed funds, ensuring comprehensive coverage of the market. The website transparently outlines its data sources and methodology, enhancing user trust and reliability. Importantly, no registration or subscription is necessary to access the screener, making it highly accessible for all investors. Furthermore, Quotelinks provides embeddable stock widgets and specialized desktop tools for traders using Windows, thus catering to a wide range of financial needs.
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Reuters Stock Screener
The Reuters Stock Screener is a complimentary tool designed for stock traders seeking optimal investment opportunities. Users can tailor the screening criteria to suit their needs or choose from predefined quick screens. By selecting either U.S. Domestic or International options, users can easily define their initial stock universe. As part of Thomson Reuters, Reuters stands as the largest multimedia news outlet globally, delivering news to billions of individuals daily. Their offerings include comprehensive business, financial, national, and international news, which they share with professionals through desktop terminals, various media channels, industry events, and direct consumer engagement. This extensive reach ensures that users have access to critical information that can inform their investment decisions.
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