NaviPlan
NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
Learn more
ThinkAutomation
Create automations that work for your business. ThinkAutomation gives you an open-ended studio that allows you to create any automated workflow you need. All this without any volume restrictions and without having to pay per process, license, or 'robot.
Learn more
WordStat
WordStat is a user-friendly and versatile text analysis application designed to facilitate the extraction of themes and trends through text mining tools, as well as to provide meticulous measurement capabilities with advanced quantitative content analysis features. It serves anyone in need of swiftly extracting and analyzing large volumes of documents for valuable insights. This software can be applied in various contexts, including the evaluation of open-ended survey responses, enhancing business intelligence, analyzing news coverage, detecting fraud, and much more. With its seamless integration with SimStat, a statistical data analysis application, QDA Miner for qualitative data analysis, and Stata, a comprehensive statistical software from StataCorp, WordStat offers unparalleled flexibility in correlating text analysis with structured data, encompassing both numerical and categorical information. Additionally, its adaptable nature makes it suitable for diverse industries and research fields, allowing users to tackle different analytical challenges effectively.
Learn more
Google Cloud Natural Language API
Leverage advanced machine learning techniques for thorough text analysis that can extract, interpret, and securely store textual data. With AutoML, you can create top-tier custom machine learning models effortlessly, without writing any code. Implement natural language understanding through the Natural Language API to enhance your applications. Utilize entity analysis to pinpoint and categorize various fields in documents, such as emails, chats, and social media interactions, followed by sentiment analysis to gauge customer feedback and derive actionable insights for product improvements and user experience. The Natural Language API, combined with speech-to-text capabilities, can also provide valuable insights from audio sources. Additionally, the Vision API enhances your capabilities with optical character recognition (OCR) for digitizing scanned documents. The Translation API further enables sentiment understanding across diverse languages. With custom entity extraction, you can identify specialized entities within your documents that may not be recognized by standard models, saving both time and resources on manual processing. Ultimately, you can train your own high-quality machine learning models to effectively classify, extract, and assess sentiment, making your analysis more targeted and efficient. This comprehensive approach ensures a robust understanding of textual and audio data, empowering businesses with deeper insights.
Learn more
