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 Bridge is a software development kit (SDK) designed to simplify the integration of applications and databases, utilizing the same powerful technical features found in the Invantive product line. It offers cloud connectivity and boasts an advanced SQL engine along with drivers, enabling developers to deliver cloud-based applications and data solutions to their users, including a customized ODBC driver. The cloud connectivity capabilities of Invantive Bridge allow for a multitude of connection options, seamlessly integrating applications, processes, and data from the cloud into a unified framework. Additionally, the SDK's sophisticated SQL engine provides a user-friendly environment for reporting and analysis, significantly enhancing the functionality of your solutions while differentiating itself from traditional connectivity methods. This unique combination of features makes Invantive Bridge an essential resource for developers aiming to optimize data management across diverse platforms. As a result, it empowers teams to create more efficient and responsive applications that can adapt to the evolving needs of their clients.