Invantive Estate 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.

Join countless property managers who rely on Buildium to effectively manage every facet of their operations and boost revenue for each unit. This software has earned its reputation as the most highly recommended option for good reason. Buildium serves as a comprehensive property management solution, packed with essential features that foster success—ranging from accounting and communications to leasing and highly-rated mobile applications. You will discover new avenues for revenue through resident services while benefiting from award-winning customer support and a network of trusted integrations available via the Buildium Marketplace. Regardless of your property portfolio size, Buildium is specifically designed to meet your needs. With plans beginning at only $62 per month, and with no hidden charges, it's little surprise that Forbes has recognized Buildium as the “Best Real Estate Accounting Software for Property Managers.” This combination of affordability and functionality makes it a top choice for property management professionals looking to enhance their business.

Invantive Vision presents an advanced and customizable software platform tailored for businesses and organizations involved in project acquisition and execution. By promoting organized and consistent project planning along with the strategic distribution of personnel and resources, it supports the timely and budget-friendly completion of projects. This software not only aids in cost reduction and risk management but also significantly enhances profitability. With its collaborative functionalities, Invantive Vision optimizes various elements, including planning, staffing, monitoring, budgeting, productivity, and overall project performance. Users are empowered to create, manage, execute, and oversee their projects with remarkable ease. Furthermore, the platform supports methodologies such as PRINCE2, ITIL, ISO, and CMM, making it adaptable for different sectors. It features an integrated Customer Relationship Management (CRM) system, a Document Management System (DMS), a workflow engine, thorough audit trails, and a real-time database, all contributing to a smooth project management process. In addition, Invantive Vision’s flexibility ensures that it can evolve alongside the changing demands of the market. Overall, Invantive Vision emerges as a holistic solution that significantly improves the efficiency and effectiveness of project execution across a variety of industries.