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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FloatFloat is the #1 rated resource management software that gives 4,500+ teams the essential data and context they need when resourcing client work. Success in professional services isn’t just about assigning work: it’s building the high-performing teams who deliver it. With Float, you can make smarter resourcing decisions and adapt work as it shifts to build a winning team for every job. ✔️ Allocate the right people to the right work: centralize your resourcing and build teams for compatibility & chemistry. ✔️ Get the right context to make informed decisions: identify clear and actionable next steps to draw connections between resourcing and profitability ✔️ Plan client work the right way: Align project needs with reality by assessing team capacity, budget, and costs to make informed decisions for strong project health.
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CompUpCompUp is a comprehensive platform for compensation management that aims to assist rewards teams in benchmarking, strategizing, and effectively communicating compensation structures to promote equitable pay practices. By consolidating various compensation data and benchmarks into one place, it equips organizations with essential insights necessary for executing appraisal simulations and overseeing executive appraisals seamlessly. Key Features Include: Survey Management: Streamlines the administration of all compensation-related surveys. Bands: Develop and securely distribute pay bands tailored to different functions, job families, and levels. Simulation: Perform budget simulations to suggest personalized increments for employees. Appraisal Cycles: Facilitates efficient multi-level budget approvals across various business units. People Analytics: Offers customizable dashboards that provide in-depth insights for informed decision-making. Total Rewards Portal: Enables employees to view the full value of their compensation package. Pay Equity Management: Helps organizations identify and rectify pay disparities, ensuring compliance with fair pay standards. Additionally, the platform's user-friendly interface enhances team collaboration and efficiency in managing compensation-related tasks.
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 DataTerrain?
Discover the transformative potential of automation that delivers sophisticated business intelligence reporting right to your fingertips! DataTerrain stands as your ally in crafting Oracle Transactional Business Intelligence (OTBI) reports, capitalizing on the robust features of HCM extracts. Our expertise in HCM analytics and report creation is backed by stringent security protocols and has been validated through successful partnerships with leading clients across North America. We are happy to share testimonials and display our collection of pre-built reports and dashboards to highlight our strengths. Additionally, Oracle's comprehensive cloud talent acquisition suite, Taleo, integrates recruitment marketing and employee referral initiatives, streamlining the recruitment process and improving the onboarding experience for new hires. Over the last ten years, we have effectively delivered reports and dashboards for over 200 clients worldwide, reinforcing our standing in the market. DataTerrain's knowledge also extends to Snowflake, Tableau Analytics/reporting, Amazon's Quicksight analytics/reporting, and Jasper studio reporting, positioning us as a holistic provider for Big Data requirements. By selecting DataTerrain, you are making a commitment not just to outstanding reporting solutions, but to a partnership with a team that is wholeheartedly focused on empowering your data-driven decision-making journey while ensuring continuous innovation in our offerings.
Integrations Supported
Microsoft 365
Amazon QuickSight
CRD Crystal Reports Automation
Finario
IBM Cloud
IBM Cognos Analytics
Jaspersoft
Microsoft Excel
Microsoft Office 2021
Microsoft Power BI
Integrations Supported
Microsoft 365
Amazon QuickSight
CRD Crystal Reports Automation
Finario
IBM Cloud
IBM Cognos Analytics
Jaspersoft
Microsoft Excel
Microsoft Office 2021
Microsoft Power BI
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
DataTerrain
Date Founded
2009
Company Location
United States
Company Website
dataterrain.com
Categories and Features
Categories and Features
ETL
Data Analysis
Data Filtering
Data Quality Control
Job Scheduling
Match & Merge
Metadata Management
Non-Relational Transformations
Version Control
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports