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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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.
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Campus Ivy
At Campus Ivy, we are convinced that the most effective solutions for managing financial aid arise from a blend of specialized knowledge and innovative technology. With three decades spent developing solutions to various business challenges and more than forty years of expertise in the realms of higher education and Title IV management, we offer user-friendly and cost-effective compliance and management solutions for financial aid. Our experienced team has collaborated with a wide range of student information systems and financial aid platforms, and we possess hands-on experience with multiple financial aid award configurations, including term-based, non-term, and clock hour structures. By delivering financial aid management and compliance tailored to your needs, we allow you to concentrate on your students while ensuring adherence to regulations. Campus Ivy will take charge of all disbursement calculations and validations for your institution, encompassing the generation of all COD export files and the importation of COD response files, in addition to providing comprehensive reports detailing disbursement totals and any rejected entries. We are dedicated to simplifying your financial aid processes while enhancing overall compliance and efficiency.
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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.
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