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What is naviHealth?

naviHealth is transforming the landscape of senior care by partnering with health plans and providers to streamline the care transition process using advanced technology. Our primary goal is to simplify these transitions while enhancing the overall experience for seniors, providing essential news, insights, and expert evaluations. Through our unique tools designed for post-acute care planning, naviHealth offers clinical support that not only aids in patient recovery but also reduces preventable healthcare costs. By leveraging our specialized patient care management system, we empower partners to oversee care transitions more efficiently. The integration of in-market clinical assistance with state-of-the-art technology ensures a more seamless recovery path for patients, boosts satisfaction rates, and cuts down on unnecessary expenses related to post-acute care. Additionally, the committed care coordinators at naviHealth play an essential role in fostering clear communication among patients, their families, and healthcare professionals, ensuring that everyone stays informed throughout the recovery journey. This cohesive support network ultimately fosters improved health outcomes and a more streamlined care experience, reinforcing the importance of collaboration in healthcare. In this way, naviHealth exemplifies how innovative strategies can create a positive impact on senior-centered care.

What is NaviPlan?

NaviPlan® 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.

Media

Media

Integrations Supported

SmartOffice

Integrations Supported

SmartOffice

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$2195.00/year
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

naviHealth

Company Location

United States

Company Website

navihealth.com

Company Facts

Organization Name

Advicent

Date Founded

2011

Company Location

United States

Company Website

www.advicentsolutions.com

Categories and Features

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

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