NaviPlan by Advicent vs. RealPage Investment Management

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.

Incentivized

When it comes to collecting data for analysis RealPage does an excellent job thoroughly collecting everything we may need from the moment when a person is applying up until a lease is signed.

Incentivized

• 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.

Incentivized

• E-signature collection
• Data syndication
• Report exports

Incentivized

• 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.

Incentivized

• Crashing: must be solved much quicker
• Lease document updates

Incentivized

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

Incentivized

Adding a rider to a lease on one property or several properties can be a headache and support is not very responsive. You can always use the customizable rider option, but on many occasions that portion is needed for something else and it shouldn't be used instead of a rider which should be permanent. This is extremely frustrating when leases have to be made in a timely matter; however, this is a support issue rather than a software issue. A mobile app would be amazinggggg and/or a more user-friendly mobile web experience.

Incentivized

• 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.

Incentivized

• Time effective
• User-friendly
• We've become quite dependent on it, when something goes wrong, there's panic.

Incentivized