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Advicent Narrator Clients

Engage with clients through account aggregation and collaborative fact finding. The NaviPlan client portal seamlessly and proactively connects advisors to their clients throughout the client journey with 24/7 accessibility and analytics.

19 Alternatives To Advicent Narrator Clients

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Axis Planning and Consulting

Axis Planning provides cloud-based corporate performance management solutions for those who need to manage budgeting, forecasting, and overall planning.

Calxa

Calxa offers budgeting and forecasting solutions for small businesses and non-profits.

Centage Budget Maestro

Centage Budget Maestro offers a scalable budgeting and planning software solution for small to medium-sized organizations.
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FUTRLI

FUTRLI is the all in one forecasting & reporting tool for business owners and accountants.

ForecastX Wizard

ForecastX combines a powerful and intuitive forecasting engine with Microsoft Excel to give your team an effective blend of accuracy, ease of use, and flexibility.

Kardin

Kardin is a web-based collaborative budgeting environment for managing multiple entities and locations.

Maxiplan

Maxiplan offers web based solutions for budgeting, forecasting and reporting.

PowerPlan

PowerPlan provides enterprise-wide solutions for planning, budgeting, forecasting, analysis, and reporting.

QuarterOne

QuarterOne is a sales forecasting application for small to medium businesses.

Questica Performance

Set your organizations performance standards with a system of programs, measures and scorecards through Questica’s performance management software.

Startegy

Bookkeepers/CPA’s can now help their clients track KPIs and Goals real-time using QuickBooks.

XLerant

XLerant provides cloud-based budgeting, forecasting and reporting solutions designed with easy to use interfaces.
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arcplan Edge

arcplan Edge is an integrated budgeting, planning, and forecasting solution.
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tm5

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