Average Ratings 0 Ratings
Average Ratings 0 Ratings
Similar Products
-
NaviPlanNaviPlan® 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.
-
Orca SecurityOrca Security is the pioneer of agentless cloud security that is trusted by hundreds of enterprises globally. Orca makes cloud security possible for enterprises moving to and scaling in the cloud with its patented SideScanning™ technology and Unified Data Model. The Orca Cloud Security Platform delivers the world's most comprehensive coverage and visibility of risks across AWS, Azure, Google Cloud and Kubernetes.
-
OxylabsOxylabs is a market leader in web intelligence, helping businesses worldwide turn public web data into actionable insights with enterprise-grade, ethical, and compliant solutions. Its proxy infrastructure spans one of the largest global networks, offering residential, ISP, mobile, datacenter, and dedicated datacenter proxies, along with Web Unblocker – an AI-driven tool that ensures seamless, block-free access to even the most protected sites. On the scraping side, Oxylabs provides a complete ecosystem. The Web Scraper API manages every stage of large-scale data extraction, from proxy management to parsing, while OxyCopilot, an AI-powered assistant, generates parsing requests from simple natural language prompts. For dynamic, bot-protected websites, the Headless Browser, a headless browser designed to mimic human behavior, ensures uninterrupted access. Oxylabs also pioneers AI-driven tools like AI Studio, which enables natural language scraping and crawling so anyone can extract data without writing code. Its ready-made datasets provide instant, structured information across industries such as e-commerce, real estate, travel, and more – accelerating data projects without custom scraping. With the largest proxy services in the market, Oxylabs offers 177M+ IPs across 195 countries and is trusted by 4,000+ clients worldwide, including Fortune 500 companies. Plus, their 24/7 customer service ensures businesses get support whenever it’s needed.
-
Asym CapitalExperience substantial profits while minimizing your risk to market fluctuations. Utilize our meticulous due diligence and strategic partnerships with your investment funds. Unlock access to high-quality institutional opportunities across diverse asset classes. Participate in carefully vetted private equity deals. Enjoy passive income that is deposited directly into your bank account. Monitor your investments effortlessly through our top-tier investor portal. Unlike typical crowdfunding platforms, we operate as a technology-driven real estate investment company. Our compensation structure is heavily aligned with the success of our assets, and we actively invest in every offering we present, ensuring we share in the journey of our investors. By prioritizing performance, we create a win-win scenario for both the firm and our clients.
-
BuildiumJoin thousands of property managers who trust Buildium to take control of every aspect of their business and drive more revenue per door. It’s the #1 most recommended for a reason. Buildium is all-in-one property management software loaded with all the features you need to thrive—accounting, communications, leasing, top-rated mobile apps and more. You’ll be able to find new revenue streams from resident services, count on award-winning support, and tap into an ecosystem of proven integrations with Buildium Marketplace. No matter the portfolio, Buildium is purpose-built for your job. With packages starting at just $62 a month, and zero hidden fees, it’s no wonder Buildium is ranked by Forbes to be the “Best Real Estate Accounting Software for Property Managers.”
-
OfficeSpace SoftwareOfficeSpace Software is the #1 AI Operating System for the Built World, delivering an intelligent platform that helps organizations plan, manage, and optimize their physical workplaces. The system unifies space planning, desk and room reservations, wayfinding, visitor management, asset tracking, maintenance workflows, and workplace analytics in a single platform designed for scale and collaboration. AI-enabled analytics, predictive insights, and automated workflows give teams a clear view of how spaces are used and how people work across locations. Facilities, HR, IT, and Real Estate leaders use the platform to support hybrid and flexible environments, improve space utilization, streamline operations, and enhance the employee experience while reducing real estate and operational costs. Recognized by Gartner for innovation in the Workplace Experience Applications market, OfficeSpace provides a scalable foundation for future-ready workplaces. By connecting people, spaces, and assets through actionable data, the platform helps organizations make informed decisions and achieve measurable business outcomes.
-
Gravity SoftwareMulti-Entity Accounting Built for Growth Gravity Software is a modern, cloud-native accounting platform designed for companies that have outgrown basic solutions like QuickBooks or outdated legacy software such as Sage 50. Built on the Microsoft Power Platform (Dynamics 365), Gravity combines robust financial management tools with enterprise-level scalability — without the high cost or complexity of traditional ERP systems. 🎈 Multi-entity and multi-location accounting 🎈 Power BI reporting and real-time dashboards 🎈 AP automation and multi-level approvals 🎈 Full visibility across business entities 🎈 Unified platform for financials, sales, and operations Trusted by organizations across real estate, family offices, healthcare, hospitality, professional services, and nonprofits, Gravity Software helps growing companies gain control, reduce inefficiencies, and scale with confidence. 👉 Explore more at gogravity.com
-
EverstageEverstage is the #1 rated no-code sales commission platform that automates your entire commission process. It removes the work from your Ops & Finance teams and offers gamified incentives to your customer-facing teams. Trusted by public companies and enterprises worldwide- across industries like SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, Staffing and more. The Everstage plan designer can be customized to suit your plan structure. All this in an intuitive and simple-to-use design format. Everstage allows you to create and manage quota. You can customize quota measurement periods, assign multiple categories of quota, and set up ramp structures. There are no restrictions. No more back and forth context on change requests. With Everstage, you can manage exception requests, queries, and approvals with a complete audit trail. You can track and manage the performance of your customer-facing employees. Everstage is your single source for truth for quarterly business reviews and annual planning. Everstage seamlessly pulls all data fields needed for commission calculations in real time.
-
LegalEdgeLegalEdge is a purpose-built legal case management system for public sector legal professionals. It provides specialized products for prosecutor offices, public defenders, and government agencies handling legal matters. The platform centralizes case information, people records, and supporting documentation in one secure system. LegalEdge is entirely web-based, making it accessible on desktops, tablets, and smartphones without additional software. Built-in mobile support allows legal teams to stay productive in the field or while working remotely. Integration features connect LegalEdge with other justice and government systems to eliminate repetitive data entry. Agencies can choose turnkey installations or flexible service bundles based on their needs. The software has evolved over many years to reflect real-world legal workflows. LegalEdge emphasizes reliability, scalability, and long-term usability. It delivers enterprise-level functionality at a cost-conscious price point.
-
LoftyLofty, formerly Chime, is a platform that combines a powerful AI-powered CRM with popular tools such as our Dynamic CMA, automated social media marketing, and a stunning IDX website. It's known for its ease-of-use. Our intuitive system is designed from the ground-up for real estate professionals who want to drive more leads and close them. No matter how long your agents have worked in the industry or their level in technical skills, they can easily use Lofty to generate results. Want an AI assistant who engages with leads 24/7, and learns from its interactions? We have that. Want a geo-farming tool that will help you find those hard-to locate seller leads in your neighborhood? We have that (it's already built-in). Want award-winning software that understands the way teams work and helps you stand out in the competition? We have all of that and more. Want to close MORE deals FASTER? Lofty is here!
Description
Luminary is a specialized, cloud-centric platform tailored for wealth advisors, family offices, and estate-planning experts, enabling the conversion of traditional trust and estate documents into interactive digital records, compelling visualizations, and actionable insights, all enhanced by AI technology. By utilizing Luminary, users can seamlessly upload both legacy and modern planning documents and receive immediate, concise summaries along with extracted data, which can reduce review time by as much as 80%. The platform empowers users to create dynamic estate-flow diagrams and “waterfalls” that automatically refresh with updated asset valuations, providing clients with a clear understanding of distribution timelines and beneficiaries. In addition, it facilitates the modeling of complex strategies like GRATs, SLATs, and CLTs in a unified space, allowing for side-by-side comparison of options while enabling the rapid production of polished presentation materials that align with brand aesthetics in mere minutes instead of days. This transformative approach to estate planning not only enhances efficiency but also elevates client engagement through modern technological integration.
Description
Peony serves as a comprehensive AI-driven platform for file management, sharing, and analytics, integrating functionalities from services like Google Drive, DocSend, DocuSign, and Dropbox into one cohesive system. The platform boasts an elegantly designed file manager that allows users to preview various file types, utilize AI for automatic organization, and leverage natural-language search to effortlessly ask questions, obtain summaries, and find documents or folders without having to navigate complicated menus. Customizable sharing options enhance branding, featuring personalized domains, logos, and robust security measures such as password protection, link expiration, watermarks, and permissions management, including capabilities for screenshot protection and “burn after read” settings. Additionally, Peony incorporates eSignature functionalities equipped with AI-driven field auto-fill, a collection of pre-made agreement templates like NDAs and contracts, as well as comprehensive audit trails. The platform also provides secure "data rooms" designed for fundraising, deal-making, or client project documentation, complete with visitor insights and detailed analytics showing who accessed which content, how long they engaged, and their geographical locations. Furthermore, Peony enhances team collaboration through dedicated channels and direct messaging features, ensuring seamless communication across teams. This innovative platform prioritizes user experience while maintaining high standards of security and functionality.
API Access
Has API
API Access
Has API
Integrations
Mailchimp
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$20 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Luminary
Founded
2022
Country
United States
Website
www.withluminary.com
Vendor Details
Company Name
Peony
Founded
2021
Country
United States
Website
peony.ink/
Product Features
Product Features
File Sharing
Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management
Virtual Data Room
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview
