NaviPlan
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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ThinkAutomation
Create automations that work for your business. ThinkAutomation gives you an open-ended studio that allows you to create any automated workflow you need. All this without any volume restrictions and without having to pay per process, license, or 'robot.
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Skimle
Skimle revolutionizes the way unstructured qualitative data is converted into structured, analyzable datasets through the use of artificial intelligence. In contrast to RAG chatbots that simply retrieve isolated excerpts, Skimle meticulously processes complete sets of documents from the outset—examining each segment, gathering insights, and categorizing them within a structured hierarchy of themes.
You can upload various formats of qualitative data such as interview transcripts, PDFs, audio or video files, and reports. The workflow that Skimle employs, which draws inspiration from scholarly thematic analysis, systematically codes every passage, uncovers recurring patterns, and compiles a comprehensive "spreadsheet" where documents are organized as rows and themes as columns. Each insight is directly tied to verified quotes, ensuring accuracy without any fabrication.
Supporting over 100 languages and capable of handling more than 1,000 documents per project, Skimle is fully compliant with GDPR regulations applicable in the EU, providing complete traceability between themes and quotes. Users can also enjoy features such as customizable categories, AI-driven chat for reasoning, and options to export findings into Word, Excel, or PowerPoint formats.
What sets Skimle apart is its ability to merge the rigorous standards of academic research with the rapid processing capabilities of AI. Tasks that traditionally consume weeks when using NVivo or other conventional tools can be completed in mere hours with Skimle, all while maintaining detailed audit trails essential for peer review and validation. This efficiency not only saves time but enhances the overall research experience, making qualitative analysis more accessible and streamlined than ever before.
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Google Cloud Natural Language API
Leverage advanced machine learning techniques for thorough text analysis that can extract, interpret, and securely store textual data. With AutoML, you can create top-tier custom machine learning models effortlessly, without writing any code. Implement natural language understanding through the Natural Language API to enhance your applications. Utilize entity analysis to pinpoint and categorize various fields in documents, such as emails, chats, and social media interactions, followed by sentiment analysis to gauge customer feedback and derive actionable insights for product improvements and user experience. The Natural Language API, combined with speech-to-text capabilities, can also provide valuable insights from audio sources. Additionally, the Vision API enhances your capabilities with optical character recognition (OCR) for digitizing scanned documents. The Translation API further enables sentiment understanding across diverse languages. With custom entity extraction, you can identify specialized entities within your documents that may not be recognized by standard models, saving both time and resources on manual processing. Ultimately, you can train your own high-quality machine learning models to effectively classify, extract, and assess sentiment, making your analysis more targeted and efficient. This comprehensive approach ensures a robust understanding of textual and audio data, empowering businesses with deeper insights.
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