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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Wrike
Wrike is a powerful work management platform that gives cross-functional teams full visibility into complex projects. Our cloud-based collaboration software software is trusted by 20,000+ leading companies around the world, including tech giants such as Fitbit and Siemens.
Wrike boasts a wide range of award-winning features, including dynamic request forms, automated workflows, cross-tagging, custom item types, and 400+ app integrations. Work smarter with Work Intelligence™: our advanced communication software that offers voice commands, smart replies, and document processing. We also offer tailor-made templates to help teams kick-start Agile projects and tick every box for compliance.
As well as 99.9% uptime, our enterprise-grade security offers single sign-on, role-based access control, and continuous data backup. For extra peace of mind, you can use the Wrike Lock add-on and gain full ownership of your master encryption key.
Wrike has been proven to make organizational processes 40% more efficient, eliminating time-consuming admin work and reducing costs across the board. Discover how it can benefit your team — start your free two-week trial today.
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Goalscape
Reach Your Goals with Goalscape
Goalscape revolutionizes how you manage goals by offering a unique visual approach that goes far beyond traditional To-Do Lists, Spreadsheets, or Kanban Boards. It simplifies goal-setting and aligns teams with a shared sense of focus and purpose.
With Goalscape, you can break down large objectives into manageable subgoals, prioritize them effectively, and monitor progress through an intuitive visual interface.
This innovative method empowers businesses to succeed, individuals to thrive and teams to connect on a deeper level. Goalscape turns work into an inspiring journey of meaningful achievements that truly make a difference.
Created by Olympic champions, Goalscape is trusted by countless users worldwide—ranging from solo professionals to large organizations.
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i-nexus
i-nexus can help your organization manage operational performance, drive sustainable continuous improvement, deliver business transformation, and execute breakthrough strategic plans. Establish a culture of countermeasure to manage daily lead times, their impact on revenue, commercial performance, and other KPIs. Standardize your continuous improvement process to drive greater project success, reduce waste and align improvement with strategic goals to truly understand the ROI. Establish a shared belief in and responsibility for achieving strategic goals within your organization. This will ensure that your long-term, breakthrough goals can be achieved alongside your short-term efforts. i-nexus is a collaborative strategy software solution that helps you plan, execute, and track your strategies, portfolios and programs. Are you interested in achieving your goals faster and with less investment?
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