Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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NaviPlanNaviPlan® utilizes the most precise calculation engine in the financial planning sector, allowing firms to customize their services for a diverse client base, ranging from individuals who need simple goal-oriented assessments to those who demand complex cash flow evaluations. Whether it involves setting straightforward objectives or developing sophisticated retirement income strategies and estate plans, NaviPlan equips financial advisors with essential tools to support every client who seeks their expertise. By leveraging accurate calculations across a multitude of scenarios, the platform addresses various areas including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow oversight, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning component of NaviPlan, grounded in this exceptional calculation engine, offers advisors a suite of comprehensive tax tools that incorporate forecasts for both federal and state taxes, allowing them to cater to the varied demands of their clients effectively. This adaptability not only enhances the service capabilities of financial professionals but also positions NaviPlan as a crucial asset in the realm of financial advisory services, demonstrating its significance in helping advisors navigate the complexities of client needs. Ultimately, NaviPlan stands out as an essential tool that empowers advisors to deliver tailored financial solutions with confidence and precision.
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What is Oracle Hyperion Planning?
Oracle Hyperion Planning is a comprehensive platform that integrates planning, budgeting, and forecasting, combining both financial and operational strategies to boost the accuracy of business predictions. By streamlining these processes, it can drastically reduce the time needed for planning and forecasting cycles, sometimes by weeks or even months, while simultaneously increasing forecast accuracy. The interface, which is based on familiar Microsoft Office tools, significantly lessens the learning curve for users. Furthermore, it eliminates delays that can occur between updates to plans and the refreshing of reports, ensuring that relevant information is always readily available. This solution also decreases the total cost of ownership through advanced deployment options, effective management tools, and efficient data integration. Users have the flexibility to choose deployment in Oracle Cloud, on-site, at a third-party data center, or any hybrid model that best fits their requirements. Reports and dashboards containing planning data can be created in just a few minutes, and any changes made within Oracle Hyperion Planning are instantly reflected across all reports and dashboards, guaranteeing that decision-makers have access to the most current data. This functionality not only improves real-time decision-making but also cultivates a more agile and responsive planning environment, empowering organizations to adapt swiftly to changing conditions. Ultimately, this integrated approach leads to more informed strategic decisions and enhanced organizational performance.
What is Coupa?
Coupa’s cloud-based Business Spend Management (BSM) platform offers robust features and comprehensive processes that facilitate collaboration among leaders in procurement, finance, treasury, compliance, and supply chain, enabling organizations to optimize their spending, reduce risks, and enhance resilience. By adopting a unified platform strategy, IT resources are liberated from intricate integrations, empowering leaders to successfully achieve these objectives while fostering a more agile operational environment.
Integrations Supported
BOSCO
Clarity Security
Coupa Expense
Entrio
Eved
Imprint Engine
Monto
Nucla
Omnea
Order.co
Integrations Supported
BOSCO
Clarity Security
Coupa Expense
Entrio
Eved
Imprint Engine
Monto
Nucla
Omnea
Order.co
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Oracle
Date Founded
1977
Company Location
United States
Company Website
www.oracle.com/performance-management/hyperion-planning/
Company Facts
Organization Name
Coupa Software
Date Founded
2006
Company Location
United States
Company Website
www.coupa.com
Categories and Features
Categories and Features
Accounts Payable
Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Catalog Management
Catalog Creation
Content Library
Content Management
Cross Selling Functionality
Custom Product Attributes
Customizable Catalogs
Desktop Publishing
Pricing Management
Product Comparison
Search
Compliance
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation
Contract Management
Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management
Expense Report
Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Procure to Pay
Billing & Invoicing
Budgeting / Forecasting
Compliance Management
Contract Lifecycle Management
Financial Reporting
Integration Management
Inventory Management
Order Management
Vendor Management
Procurement
Asset Management
Auction Management
Bid Management
Budget Management
Catalog Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Receiving
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management
Purchasing
Catalog Management
Compliance Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management
Sourcing
Auction Management
Budget Management
Collaboration
Global Sourcing Management
Rfx Management
Spend Management
Supplier Management
Supplier Qualification
Supplier Risk Management
Supplier Web Portal
Template Management
Spend Management
Approval Workflow
Budgeting / Forecasting
Expense Tracking
Multi-Currency
Prepaid Cards
Procurement Management
Receipt Management
Spend Analysis
Spend Control
Supplier Management
Supply Chain Management
Demand Planning
Electronic Data Interchange
Import / Export Management
Inventory Management
Order Fulfillment
Order Management
Sales & Operations Planning
Shipping Management
Supplier Management
Transportation Management
Warehouse Management
Travel Management
Approval Workflow
Expense Reporting
Mobile Access
Policy Management
Profile Management
Reminders
Restriction Management
Travel Booking
Travel Planning
Treasury
Cash Management
Debt Management
For Government
For Hedge Funds
Forecasting
Liquidity Management
Payment Management
Risk Management
Vendor Management
Audit Management
Contact Management
Customer Database
Self Service Portal
Supplier Master Data
Transaction History
Vendor Maintained Profiles
Vendor Managed Inventory
Vendor Performance Rating
Vendor Qualification Tracking