NaviPlan is an invaluable financial planning tool. There are so many strategies and reports that can be built and used within the software. I've been using it for around 8 years and still don't how to use all of the functions. It has come a long way over the 8 years in terms of functionality. There is a definite learning curve, however, I've found it has become more user friendly.
Amicus Attorney can probably be deployed very well in a law office that has a manager specifically dedicated to making it run smoothly, and who can keep track of the contacts, etc. In our firm, no one can spend the time to do this, so the information stored by Amicus gets a little disorganized, which has the effect of slowing us down
Very efficient calendaring with sync to Outlook calendar (option of Exchange or Outlook level synchronization).
Case management including contacts, emails, documents, etc. to keep everything in one consolidated place.
Document automation including Word merging or HotDocs (third party). Take case data including custom pages and fields and instantly create documents based on templates with ease.
Snap Projections - We were using this software up until this year alongside Naviplan to see how it compared. The reason we tried Snap Projections was the difference in pricing. Naviplan is expensive, where Snap is only a fraction of the cost. The biggest reason we stayed with Naviplan was familiarity for the advisor presenting. He was accustomed to it. I find the interface of Naviplan better cosmetically. They both are great financial planning software tools with pros and cons in each. I have found that you can manipulate the software to show most of what you need. Both platforms continually update and take user feedback into consideration when building on to it so they both get better all the time
In the time that I have been with my firm, we have not used any other comparable software. As a result I can't compare it to anything else that is out there
Tax calculation of the organization and employees was very difficult, and Navi Plan made is very easy now.
The introduction of the software makes positive changes in the organization in managing the financial needs, which helps the organization to allocate what is required.
Employee benefit calculation was a bit difficult and it made a big positive impact.
It does the job and we get the best for what we pay for.
If the industry becomes big, then slight changes must be introduced to manage the big data needs.
Large software investment, if not properly configured and utilized this can be a time and money vacuum.
If law firm does not have a consistent personality among employees, buy-in may be difficult as it's a significant workflow change for users.
Can greatly benefit law firm if used properly and across board for all employees. Uniform data organization for cases and custom pages add to personalizing software for firm.
