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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CareLineLive
CareLineLive is an all-in-one, cloud-based homecare management platform trusted by over 700 home care agencies and domiciliary care providers across the United Kingdom and Australia.
The platform covers rostering, scheduling, care planning, care monitoring (ECM), eMAR, payroll, invoicing and the Care Circle portal for friends and family.
Subscription includes CQC and CIW compliance tool MOA Benchmarking to deliver a solution combining both homecare management and compliance.
Customers find the comprehensive functionality easy to use because of the intuitive user interface and enjoy excellent day-to-day support which is recognised by CareLineLive’s high rating on Trustpilot.
CareLineLive is an NHS England Assured Supplier for Digital Social Care Records (DSCR). CareLineLive is accredited to ISO 27001 (Information Security), ISO 9001 (Quality Management), and Cyber Essentials Plus. In addition to being hosted on secure AWS servers with data stored in the UK (or Australia for customers there) for data sovereignty.
Founded in 2014, CareLineLive is led by Managing Director Josh Hough and is headquartered in West Sussex with offices in London and Melbourne. CareLineLive is part of MAS Technicae Group and received majority investment from technology-focused investment firm Accel-KKR in June 2025.
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QuickBooks Payroll
Streamline payments to your team and leverage robust tools, employee perks, and expert support with the leading online payroll service provider. Handle payroll while having access to HR and employee services all in one convenient location. After your payroll setup is finished, you can automatically pay your team without hassle. Our service will effortlessly calculate, file, and manage your payroll taxes for you. Enjoy the benefit of keeping your cash longer with complimentary same-day direct deposit options. Additionally, you can oversee benefits and employee services directly from your payroll account. With direct deposit, you'll have the added advantage of flexibility in choosing when to pay your team. Your time tracking information is seamlessly integrated into your account, allowing you to approve timesheets, process payments, and generate invoices directly from your mobile device. Save valuable time by automating your payroll processes, and when you enable Auto Payroll, we'll send you timely notifications to help you efficiently manage your account. This way, you can focus more on your business while knowing your payroll is taken care of.
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Ubiquity Retirement + Savings
A 401(k) is a retirement savings plan set up by employers or self-employed individuals to assist both workers and business owners in accumulating funds for retirement while enjoying various tax incentives. This savings option is designed to meet diverse retirement planning needs, offering flexibility in how contributions are managed. Participants have the autonomy to determine the percentage of their salary that will be directed into their 401(k) accounts each pay period, with those contributions made before taxes are applied, allowing for potential growth without immediate tax implications. Many employers enhance this savings approach by matching a part of the contributions made by employees, which can significantly accelerate the growth of retirement funds. In addition to securing future financial stability, enrolling in a 401(k) offers distinct tax benefits for both employees and employers, such as tax deductions and tax-deferred growth on earnings. For instance, when employees allocate funds to their 401(k), these amounts are deducted from their gross income prior to tax calculations, effectively lowering their taxable income for the year. This dual benefit of saving for retirement while optimizing tax responsibilities makes the 401(k) an appealing option for many individuals and businesses alike.
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