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.
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Pylon
Pylon's intuitive design software allows you to create accurate proposals from anywhere, in less than 2 minutes. Pylon is the only software that allows you to view high-resolution imagery within your app. Pylon's award winning 3D Solar Shading toolkit helps you identify and track shading impacts throughout the year. Pylon's load profile analysis and interval data analysis will help you and your team to better understand customer consumption patterns. Analyze load profiles & interval data. You can close more solar proposals by using interactive Web & PDF proposals and native eSignatures. Fully integrated solar CRM that integrates with your solar design software to convert proposals. Pylon Solar CRM offers 2-way SMS and email communications, team management, lead management and pre-made deal pipelines.
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Vast Edge ODR
Vast Edge offers a cloud-based Online Dispute Resolution (ODR) software that facilitates the efficient handling of a variety of conflicts, such as those arising in consumer settings, e-commerce, family issues, workplace disputes, and landlord-tenant disagreements. This innovative platform employs a hybrid model that merges traditional human mediation with cutting-edge AI automation, fostering both adaptability and affordability. Participants can connect through remote communication channels, including chat and video calls, with either human mediators or AI-driven systems. The software ensures that courts maintain oversight, enabling judicial monitoring and intervention in the dispute resolution process when necessary. Sensitive dispute information is securely shared, with access strictly limited to the relevant parties and authorized experts, thereby prioritizing confidentiality. Vast Edge's ODR software also features round-the-clock real-time customer support for mediation, negotiation, and evaluation services. Furthermore, it allows users to file claims at no charge and offers customized expert guidance tailored to meet their unique requirements, ensuring a comprehensive support system for all involved. In addition, the platform’s user-friendly interface makes it easy for individuals to navigate through the dispute resolution process effectively.
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Smokeball
Smokeball is your partner to drive your law firm into the future. As the industry’s leading cloud-based legal practice management software, Smokeball empowers you to run your firm specific to your area of law. Our platform gives you all the insights and tools you need to work smarter, not harder: automatic time tracking and invoicing, streamlined workflows for your specific practice area, a library of over 20,000 standard legal forms and documents, and actionable reports that summarize your firm’s activities and highlight areas of opportunity.
Learn how to Run Your Best Firm at smokeball.com.
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