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.
Learn more
Sumsub is a single verification platform that allows you to onboard more customers worldwide, speed up their access, reduce costs, and fight digital fraud. Sumsub combines effective verification flows with higher conversion rates worldwide through a powerful, all in one suite designed for a wide variety of needs: KYC/AML verification, KYB verifications, payment fraud prevention and face authentication.
Learn more
Unifyed
Unifyed products are developed through a collaborative working group involving representatives from Columbia University and partner institutions to meet the specific digital transformation requirements of higher education. This collaboration has resulted in innovative features like Unifyed App Sharing, which facilitates the sharing of applications among institutions, thereby preventing unnecessary duplication of efforts. As additional colleges and universities adopt Unifyed, the collective strength of the community grows, leading to an increased availability of applications for everyone involved. One noteworthy offering is Unifyed Student – Financial Aid, which utilizes PowerFAIDS® to provide a highly efficient and all-encompassing solution for managing and automating financial aid processes, significantly reducing the reliance on manual tasks. Overall, these advancements not only streamline operations but also foster a more interconnected educational ecosystem.
Learn more
Campus Cafe
Campus Cafe is a cutting edge, single database student information system. It unites student services, admissions and financial aid, as well as alumni/development functions. Campus Cafe is designed for small and medium-sized higher education institutions and adult colleges. It offers integrated modules for student attendance, enrollment, inquiry, course registration, application and transcripts, billing, career tracking and billing, as well as modules for recruiting, inquiries, course registration and application. Other features include workflow and contact management and audit trails.
Learn more
