NaviPlan by Advicent vs. Amsflow

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
NaviPlan by Advicent
Score 9.0 out of 10
N/A
Advicent headquartered in Milwaukee offers NaviPlan, a financial planning software for firms.N/A
Amsflow
Score 0.0 out of 10
N/A
Amsflow is a financial intelligence platform that blends AI real-time global financial data, and collaborative tools to help financial teams analyze, monitor, and make decisions in dynamic capital markets. It brings together data visualization, market alerts, charting, reporting, intelligent AI analysis, and collaboration. For retail investor or professional analyst, Amsflow helps users to make faster investment decisions.
$28
per month per user
Pricing
NaviPlan by AdvicentAmsflow
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
NaviPlan by AdvicentAmsflow
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
User Ratings
NaviPlan by AdvicentAmsflow
Likelihood to Recommend
9.0
(2 ratings)
-
(0 ratings)
User Testimonials
NaviPlan by AdvicentAmsflow
Likelihood to Recommend
Advicent Solutions
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.
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Amsflow
No answers on this topic
Pros
Advicent Solutions
  • Employee benefits management, planning, and calculation become simpler with the Navi plan.
  • Budget planning, risk management, and other account management become easy and simpler to analyze by the top management.
  • Tax calculation and other payments become easy for the organization as well as individual employees.
  • Cashflow analysis and modifications in the allocation become easy and could be understood by all the top-level management in a single window.
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Amsflow
No answers on this topic
Cons
Advicent Solutions
  • Much favorable for small industries, so better to make it good for large enterprise also.
  • Illustration can be made easy so that quick understanding can be done.
  • Tracking of the particular item is a bit difficult, this could be made easier.
  • Not much user friendly compared to the competitors. But does the job well.
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Amsflow
No answers on this topic
Alternatives Considered
Advicent Solutions
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
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Amsflow
No answers on this topic
Return on Investment
Advicent Solutions
  • 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.
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Amsflow
No answers on this topic
ScreenShots

Amsflow Screenshots

Screenshot of Amsflow’s intelligent tools, Lisa and X-Ray, which analyze real-time fundamental and technical data to deliver insights instantlyScreenshot of Amsflow Team Discussions, which enables seamless collaboration for portfolio management. Teams can engage in contextual discussions around shared watchlists, track investments, and maintain unified communication with rich-text support and AES-256 encryption.Screenshot of an example of contextual discussions around shared team watchlists and stocks.Screenshot of how to unlock financial insights with Amsflow's sleek widgets and reports. Where to transform complex data into actionable intelligence with visualizations.Screenshot of Amsflow Series, which offers advanced correlation and comparative analysis across global markets and asset classes. Viewers can compare assets, track correlations, and visualize data with customizable charts and team collaboration.Screenshot of Amsflow Glance, which offers a unified view for monitoring watchlists and tracking global indices across the US, Europe, Asia, and the Middle East, along with key commodities and cryptocurrencies. This is used to stay informed and identify market correlations faster.