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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Sharesight
Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place.
Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time.
Track your investments across multiple exchanges, currencies and brokers.
This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money.
Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.
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PAM HYIP
One of the most effective tools in the realm of investment marketing is the High Yield Investment Program, commonly referred to as HYIP. This method stands out as one of the most lucrative options for astute investors. Our mission is to identify trustworthy and reputable HYIP platforms that accommodate a variety of online payment methods, including PERFECT MONEY, SOLID TRUST PAY, EGO PAY, BITCOIN, PAYZA, among others. We are committed to delivering premier online investment opportunities. In addition, PAM HYIP offers a fully encrypted, bespoke HYIP script developed by seasoned professionals with expertise in creating state-of-the-art HYIP programs. Our dedicated PAM HYIP Developers leverage cutting-edge technology to provide an exceptional HYIP software solution tailored to your specific requirements. The best HYIP programs available for online investment not only reduce expenses but also enhance risk management strategies. Furthermore, how you choose to trade or exchange bitcoins can significantly impact the safety and profitability of your investments in the digital landscape. Understanding these dynamics can lead to more informed and successful investment decisions.
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Agora
We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital.
Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place.
Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements
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