Kognition
Kognition provides advanced AI-driven security technology that offers continuous, vigilant force multiplication at a fraction of the expense of conventional security solutions. Integrating seamlessly with existing systems, we empower organizations to actively detect threats (like weapon displays and crowd formation) and notify your security team about the presence of restricted individuals and VIPs. Kognition lowers IT expenditures and reduces the need for extra security personnel while enhancing incident response efficiency and delivering thorough security reporting and visibility for K-12+, commercial real estate, regulated sectors, and beyond.
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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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Eternal Pro
Eternal Pro is a modern, cloud-driven platform designed specifically for estate-planning experts, facilitating the efficient intake of both conventional and digital assets while promoting effective collaboration among attorneys, their teams, and clients, alongside real-time integration with practice-management systems. By replacing cumbersome paper forms, PDFs, and disorganized emails with a centralized hub, the software allows for customizable questionnaires that can be modified on the fly, along with real-time form editing capabilities for both clients and staff. Additionally, it provides a comprehensive asset inventory that includes everything from real estate to cryptocurrency wallets, as well as secure cold-storage technology to protect highly sensitive information. With direct integration capabilities to popular tools such as Clio, Lawmatics, MyCase, and access to over 9,000 additional applications through Zapier, it ensures seamless data flow for every client case without the risks of duplicate entries or human errors. This innovative approach not only simplifies the estate-planning process but also enhances overall productivity and accuracy for professionals in the field.
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Trust & Will
Trust & Will is a digital estate-planning service that allows individuals and families to easily create legally valid documents such as wills, trusts, guardianships, and powers of attorney through a user-friendly, guided process. By responding to simple questions regarding their assets, family dynamics, and personal preferences, users can quickly generate customized legal documents within minutes. The platform also offers features for securely storing documents online, sharing them with chosen individuals and attorneys, and making updates as personal situations evolve. Emphasizing ease of access, Trust & Will empowers users to handle their end-of-life arrangements without the high costs or complexities associated with traditional legal services. Although designed for self-service, our dedicated customer support team is always ready to assist you throughout the entire process, ensuring you feel confident and informed. Ultimately, Trust & Will aims to simplify estate planning, making it more approachable and manageable for everyone.
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