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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Planview ProjectAdvantagePlanview ProjectAdvantage (previously known as Sciforma) is a powerful, AI-enabled project portfolio management platform purpose-built to help enterprises transform the way they plan, execute, and scale initiatives. Acting as a unified control center, it consolidates data from projects, programs, and portfolios—offering unparalleled transparency into timelines, budgets, and resource capacity. With real-time dashboards and advanced reporting, organizations can instantly assess project health, anticipate bottlenecks, and make informed, strategic decisions. The platform supports Agile, Waterfall, and hybrid methodologies, giving teams the flexibility to work their way while maintaining centralized governance. PMOs can identify high-value projects through built-in scoring systems and optimize staffing through intelligent forecasting tools. Its extensive integration ecosystem connects with BI, ERP, CRM, and DevOps platforms, ensuring seamless information flow across the enterprise. Planview ProjectAdvantage’s intuitive interface enhances adoption, enabling both technical and non-technical users to collaborate efficiently. The platform also includes out-of-the-box templates for resource management, financial tracking, and strategic goal alignment. Trusted by over 3,000 global customers, including industry leaders like Sopra Steria, Bioaster, and SymphonyAI, ProjectAdvantage drives digital transformation and operational excellence. As part of the Planview ecosystem, it empowers organizations to thrive in a fast-paced, interconnected business environment—turning vision into measurable value.
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SBS Asset FinanceThe SBS Financing Platform stands out as a premier ecosystem comprised of cloud-based, evergreen software applications. This platform empowers financial institutions and lenders of all sizes and locations to offer outstanding customer experiences across various asset types and commercial lending scenarios. With over four decades of expertise in the finance sector, our modular solutions ensure a smooth digital experience for both clients and their customers. Additionally, these solutions facilitate a swift time-to-market and a quick realization of value, ultimately enhancing customer satisfaction and driving profitability. Moreover, the platform's adaptability makes it suitable for evolving market demands, ensuring that users can stay ahead in a competitive landscape.
What is Promoter?
Promoter represents the apex of over 25 years of development, hands-on application, and user insights, establishing itself as an advanced tool for project assessment. Unlike traditional models, it surpasses the constraints of standard spreadsheets by providing superior functionality. It is designed to accommodate both large, complex projects and smaller initiatives that require project financing. Additionally, it addresses the needs of venture capitalists and corporate finance endeavors. Serving as the core technology for various project finance software solutions, Promoter effectively evaluates projects across multiple sectors, including oil, gas, petrochemicals, energy, pulp and paper, transportation, infrastructure, and more. This adaptable finance model is not only applicable in typical project finance situations but also excels in infrastructure concessions that involve Public Private Partnerships (PPP) and frameworks like BOO (Build, Own, Operate) and BOOT (Build, Own, Operate and Transfer). With its extensive features, Promoter is a critical resource for financial analysts and project managers, enhancing their ability to make informed decisions and streamline project evaluations. Its innovative approach ensures that it remains relevant in an ever-evolving financial landscape.
What is PSVTracker?
PSVTracker is an all-encompassing portfolio management solution tailored for investors who have a wide array of assets in both public markets and private investments.
In contrast to typical personal finance apps that primarily focus on tracking bank and brokerage accounts, PSVTracker provides a more extensive asset spectrum that includes real estate syndications, private equity and venture capital funds, direct property investments, cryptocurrencies, precious metals, vehicles, and liabilities, all integrated alongside linked brokerage accounts for a cohesive overview.
The platform automatically calculates numerous financial indicators such as XIRR, TVPI, DPI, RVPI, cash-on-cash returns, equity multiples, and CAGR for individual investments as well as for the overall portfolio.
Moreover, it allows users to evaluate their investment performance by contrasting anticipated results with actual outcomes derived from sponsor forecasts, diligently monitors all capital events—including contributions, distributions, and capital returns—manages intricate ownership structures and nested entities, and effectively tracks the status of K-1 forms, whether they have been received or are still pending.
Secure connections to banks and brokerage accounts are facilitated via Plaid, with data security ensured through encryption, both during transmission and while stored, utilizing AWS services.
Additionally, users can grant read-only access to their CPA, spouse, or financial advisor, promoting effective collaboration in managing their finances.
The platform offers a free plan that enables users to experience its features without requiring a credit card, making it accessible for anyone looking to optimize their investment tracking.
Ultimately, PSVTracker empowers investors with a holistic view of their financial landscape, enhancing their ability to make informed decisions.
Integrations Supported
Plaid
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
Pricing Information
$25/month
Newbie: Free forever. Unlimited investments, holdings and transactions, unlimited CSV and spreadsheet imports, 3 account connections, 30 Ask PSVT questions a week.
Tracker: $25/month or $249/year. Unlimited account connections, 60 Ask PSVT questions a week, 1 shared user.
Optimizer: $60/month or $599/year. Future projections, tax estimate and adjusted net worth, automatic monthly revaluations, unlimited home and vehicle value lookups, 100 Ask PSVT questions a week, unlimited shared users.
Annual billing saves 17%. Priced per account, not per user. New accounts get a 14-day free trial at Optimizer level, no credit card required.
Tracker: $25/month or $249/year. Unlimited account connections, 60 Ask PSVT questions a week, 1 shared user.
Optimizer: $60/month or $599/year. Future projections, tax estimate and adjusted net worth, automatic monthly revaluations, unlimited home and vehicle value lookups, 100 Ask PSVT questions a week, unlimited shared users.
Annual billing saves 17%. Priced per account, not per user. New accounts get a 14-day free trial at Optimizer level, no credit card required.
Free Version
Free Trial Offered?
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
Project Planning and Management
Date Founded
1990
Company Location
United Kingdom
Company Website
www.promoter.com
Company Facts
Organization Name
PSVTracker
Date Founded
2023
Company Location
United States
Company Website
psvtracker.com
Categories and Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Categories and Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management