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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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AnalyticsCreatorAccelerate your data initiatives with AnalyticsCreator—a metadata-driven data warehouse automation solution purpose-built for the Microsoft data ecosystem. AnalyticsCreator simplifies the design, development, and deployment of modern data architectures, including dimensional models, data marts, data vaults, and blended modeling strategies that combine best practices from across methodologies. Seamlessly integrate with key Microsoft technologies such as SQL Server, Azure Synapse Analytics, Microsoft Fabric (including OneLake and SQL Endpoint Lakehouse environments), and Power BI. AnalyticsCreator automates ELT pipeline generation, data modeling, historization, and semantic model creation—reducing tool sprawl and minimizing the need for manual SQL coding across your data engineering lifecycle. Designed for CI/CD-driven data engineering workflows, AnalyticsCreator connects easily with Azure DevOps and GitHub for version control, automated builds, and environment-specific deployments. Whether working across development, test, and production environments, teams can ensure faster, error-free releases while maintaining full governance and audit trails. Additional productivity features include automated documentation generation, end-to-end data lineage tracking, and adaptive schema evolution to handle change management with ease. AnalyticsCreator also offers integrated deployment governance, allowing teams to streamline promotion processes while reducing deployment risks. By eliminating repetitive tasks and enabling agile delivery, AnalyticsCreator helps data engineers, architects, and BI teams focus on delivering business-ready insights faster. Empower your organization to accelerate time-to-value for data products and analytical models—while ensuring governance, scalability, and Microsoft platform alignment every step of the way.
What is Quantrix Modeler?
Quantrix Modeler is a cutting-edge tool tailored for business and financial modeling that effectively addresses the limitations and risks posed by standard spreadsheets. It provides an exceptionally powerful and flexible platform for experts aiming to intuitively model financial and operational scenarios, leveraging our unique high-speed multi-dimensional calculation engine. With a user base exceeding 50,000 across various organizations, Quantrix has positioned itself as the leading solution that offers the essential adaptability for thorough integrated modeling and analysis across a wide range of industries, including Corporate Finance, Real Estate & Investment, Energy, Agriculture, and niche Finance. The core of our multi-dimensional modeling platform hinges on Quantrix Modeler and its sophisticated calculation engine, which together empower users to extract valuable insights and enhance decision-making processes. This innovative methodology not only allows businesses to break free from the limitations of conventional tools but also encourages a more agile approach to managing their operations. As organizations continue to evolve, the need for such dynamic modeling solutions becomes increasingly critical for sustained success.
What is Oracle Fusion Cloud EPM?
Elevate your adaptability and insights to thrive in any market landscape with Oracle Fusion Cloud Enterprise Performance Management (EPM). This innovative solution facilitates efficient modeling and planning across various departments, including finance, HR, supply chain, and sales, while also streamlining the financial closing process to enhance decision-making capabilities. It comprehensively addresses various needs through its robust features in financial and operational planning, consolidation, closing procedures, and master data management. By fostering smooth integration of finance with all other business areas, it encourages organizational agility and cohesion. Utilize scenario modeling and sophisticated analytics to bolster your decision-making processes. Oracle EPM consistently garners recognition as a leader in its field from analysts, and many clients are experiencing significant advantages by employing their EPM solutions in the cloud. Emphasizing agile and cohesive planning across all functions—ranging from scenario evaluations and long-term strategies to budgeting and departmental initiatives—this platform is underpinned by industry-leading practices and cutting-edge technology. With Oracle EPM, organizations are empowered to make informed choices that resonate with their strategic objectives, ultimately driving growth and efficiency. As the business landscape continues to evolve, leveraging such advanced solutions is essential for sustained success.
Integrations Supported
5X
Algonomy
BMC AMI Ops Automation for Capping
BOSCO
Cloud-FIT
DailyPay
Data Virtuality
Finch
Longview Tax
Oracle AI Agent Studio
Integrations Supported
5X
Algonomy
BMC AMI Ops Automation for Capping
BOSCO
Cloud-FIT
DailyPay
Data Virtuality
Finch
Longview Tax
Oracle AI Agent Studio
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
Quantrix
Company Website
www.quantrix.com
Company Facts
Organization Name
Oracle
Date Founded
1977
Company Location
United States
Company Website
www.oracle.com/performance-management/
Categories and Features
Budgeting
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control
Sales Forecasting
Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis
Categories and Features
Big Data
Collaboration
Data Blends
Data Cleansing
Data Mining
Data Visualization
Data Warehousing
High Volume Processing
No-Code Sandbox
Predictive Analytics
Templates
Budgeting
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control
Business Performance Management
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
Data Governance
Access Control
Data Discovery
Data Mapping
Data Profiling
Deletion Management
Email Management
Policy Management
Process Management
Roles Management
Storage Management
Master Data Management
Data Governance
Data Masking
Data Source Integrations
Hierarchy Management
Match & Merge
Metadata Management
Multi-Domain
Process Management
Relationship Mapping
Visualization
Sales Analytics
Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting
Sales Forecasting
Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis
Strategic Planning
Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards