BigHand Business Intelligence Reviews

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.

The Orion Practice Management System provides vital information right on your desktop, streamlining all essential elements for your legal practice, such as Case Management, Docket, Calendar, Emails, Contacts, Communications, Financial Statistics, and Client Documents. For the first time, this innovative system enables law firms to move effortlessly from a broad overview to specific details with exceptional efficiency and ease, available in real-time and on-demand. By managing the data-collection process, the Orion Practice Management System allows you to quickly evaluate the firm’s health and operational status whenever needed. Built with flexibility in mind, this system enables each user to tailor their profiles and save personal preferences, guaranteeing a customized experience with every login. This customization includes options for selecting which columns to show, defining the sorting order—whether ascending or descending—and modifying the arrangement of various sections on the interface. Furthermore, this level of personalization not only boosts productivity but also ensures that each individual can operate in a manner that aligns with their specific working style. Ultimately, the Orion Practice Management System transforms the way legal professionals engage with their daily tasks, making processes more intuitive and user-friendly.

BigHand Matter Pricing stands out as a cutting-edge solution that employs artificial intelligence to assist law firms with budgeting, pricing, and tracking, thereby significantly improving their financial management across various cases. This platform integrates effortlessly with existing practice management systems, empowering pricing teams and attorneys to achieve exceptional financial outcomes through data-driven strategies for budgeting and cost evaluation, alongside optimizing resource allocation and minimizing write-offs, while also delivering clear and transparent reports to clients. By improving the financial oversight of legal matters, firms can enhance their profitability and provide increased value to their clients simultaneously. Users have the flexibility to create both simple and complex budgets tailored to client specifications and can track key performance indicators in real time. Utilizing historical data enables firms to make strategic decisions about resource allocation and fee structures, leading to the identification of the most profitable pricing models. Furthermore, by reducing the inefficiencies linked to manual reporting processes, firms can substantially boost their earnings and make better financial decisions, fostering a more efficient operational landscape. In addition to its financial tracking capabilities, this innovative tool also establishes a foundation for long-term growth within law firms, ensuring they remain competitive in a rapidly evolving legal landscape. As a result, the integration of BigHand Matter Pricing not only streamlines financial management but also enhances client satisfaction and retention.