Compare Milliman MARC vs. SLOPE

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.

Introducing the sole contemporary, cloud-based platform for unions. Our comprehensive suite comprises two fully customizable systems dedicated to union management and benefits administration, seamlessly integrated with a cutting-edge website and secure member portal. We've revolutionized the landscape by crafting a unified system for expanding unions, liberating you from the burden of paperwork, tedious back-and-forth, and the complexities of running multiple systems, putting an end to administrative pains. Experience a smooth transition as we seamlessly implement your union's processes, rules, and bargaining agreements, enabling you to concentrate on what truly matters – the member. Our platform boasts a modern user interface, eradicating uncertainty. Unlike one-size-fits-all solutions, we tailor the system to align precisely with your workflows and processes. Whether you're processing dues, entering remittances, managing grievances, facilitating communications (via email and text), dispatching jobs, or updating member files, our Union Management platform has you covered. For those seeking cutting-edge union Benefits Administration, explore our Pension Reporting System.

Please also update our description as follows: Birdeye is the top-rated reputation, social media, and customer experience platform for local brands and multi-location businesses. Over 150,000 businesses leverage Birdeye’s AI-powered platform to get found online, improve online reputation, streamline social publishing, connect through digital channels, and deliver a wowing customer experience.

WaitWell is a versatile, enterprise-ready queue management and appointment scheduling platform designed to optimize service delivery, improve operational efficiency, and elevate the overall customer experience. Organizations of all sizes can efficiently manage virtual queues, walk-ins, and pre-scheduled appointments using multiple access points, including web links, QR codes, SMS messages, and optional self-service kiosks, providing customers with flexibility and convenience. Real-time notifications, estimated wait times, and turn alerts keep clients informed and engaged, reducing frustration, increasing satisfaction, and enhancing the perception of your service. Staff and management benefit from intuitive, real-time dashboards that provide a complete overview of location activity, service volume, and customer flow, while advanced analytics and reporting tools deliver actionable insights. These insights enable teams to optimize workflows, improve staffing decisions, monitor performance, and continuously refine service operations for maximum efficiency. WaitWell also supports secure payments and integrates seamlessly with a wide range of systems and platforms, including electronic health records (EHRs), customer relationship management (CRM) systems, and student information systems (SIS) to improve data connectivity and streamline operations. Designed with scalability and configurability in mind, WaitWell can be tailored to the unique requirements of enterprise organizations across multiple sectors, including healthcare, government, retail, higher education, and other service-oriented industries. Its user-friendly interface and powerful feature set make it an all-in-one solution for managing queues, appointments, and overall service delivery.

MentorCity is an intuitive online mentoring program that helps to build the future of individuals and organizations through the power and connections of relationships. MentorCity is a unique online mentoring software that can be used by schools, companies, and associations to help with member engagement, succession planning, diversity and inclusion strategies, and leadership development. MentorCity is a powerful personal development tool that helps organizations save time by reducing matching responsibilities. This allows program administrators to concentrate their efforts on creating a mentoring culture that produces exceptional results.

InterProse ACE is a modern, cloud-based debt collection software platform built for collection agencies who specialize in consumer or commercial debt, including healthcare, property management, education, and government accounts. ACE also serves collection attorneys, property managers, original creditors, financial institutions and government entities. Heavily configurable and flexible with no one business use case in mind, our debt collection application facilitates account management, secured/unsecured payment plans, client invoicing and reports, legal judgment tracking, data reporting/analytics, and process automation while doing it all in a highly efficient and cost-effective way. Key features include account bundling, account-level documents attachments, heavy process automation, client access, trust accounting, credit reporting, consumer self-service tools, and numerous tech integrations. ACE customers enjoy monthly updates/upgrades to the platform, real-time data & document backups, inherited third-party security audit attestations (SOC2Type2, PCI, PENTEST, HIPAA, StarAlliance, etc.), real-time consumer and client portals, open-API connections, among other modern conveniences that let them focus on business.

Cvent delivers an all-in-one event platform for any event, and every event. Our platform simplifies the management of each stage of the event lifecycle while giving you the data and insights you need to maximize your value. Whether in-person, virtual, or hybrid, you’ll have a single platform with everything you need to find suppliers, engage attendees, maximize sponsor value, and capture important event data. Are you using manual processes to plan and execute great events? Ditch the busy work. With Cvent, you’ll have the power to automate tasks and simplify the entire planning process so you can focus on what matters most—your attendees. Cvent has solutions for: Event Management, Event Check In, Conference Management, Webinar Platform, Registration Software, Event Marketing Platform, Virtual Event Platform, Trade Show Management, and more.

Docmosis is a self-hosted or SaaS template-based document generation solution.  Integrate with custom-built software applications or popular third-party apps using the API. Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more. Integrate with: Custom software built using Java, C#, Python, PHP, Ruby and more via a REST API; Low-code and no-code platforms like Appian, Bubble, Mendix, Outsystems; Third-party form builders or apps that can perform a webhook such as FormAssembly or Salesforce. Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more.

The Kantata Professional Services Cloud, formerly known as the Mavenlink Industry Cloud for Professional Services, is an incredibly powerful collection of operational management and resource optimization, business insight, integration, workflow automation functionality, and workflow optimization functionality that optimizes resources. It also enhances operational performance. This resource-first architecture allows services businesses to have the best team possible and monitor progress against budgets and timelines so that projects run smoothly, predictably and profitably. The Kantata Professional Services Cloud is purpose-built to help agencies and professional services organizations with 50 to 5000+ employees. Kantata is your business's heart. Kantata was designed to address the challenges you face in resource management every day. Kantata's resource optimization functionality leverages operations management science, advanced algorithms and analytics to solve previously unsolvable business problems.

Spidergap is a powerful 360° feedback tool designed to help organizations turn employee feedback into meaningful development. Whether you’re an HR professional, manager, or consultant, Spidergap makes it easy to design customized assessments, generate clear and actionable reports, and guide employees toward real growth. Beyond software, Spidergap provides expert support to help you refine your feedback strategy, plan effectively, and measure ROI. From leadership development programs to performance reviews, Spidergap ensures that feedback drives real change. Join thousands of organizations using Spidergap to build a culture of continuous improvement.