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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Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
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Envestnet | Tamarac
Envestnet | Tamarac is a comprehensive advisor technology suite built to help independent RIAs operate with the efficiency and insight of large-scale institutions. The platform integrates portfolio management, trading, performance reporting, and billing into one cohesive system that eliminates data silos and streamlines the advisor workflow. With its powerful Rebalancing and Trading platform, Tamarac allows advisors to execute trades quickly and accurately while maintaining compliance and tax efficiency. Its Client Reporting tools deliver clear, customized reports that strengthen transparency and trust between advisors and investors. The Client Portal gives clients real-time access to performance data, financial documents, and personalized dashboards, deepening engagement and loyalty. Combined with CRM integration and data analytics, Tamarac provides a holistic view of every client relationship. Backed by Envestnet’s enterprise-grade infrastructure, it delivers scalability, reliability, and security that advisory firms can depend on. Ultimately, Tamarac enables firms to deliver a better client experience, improved operational efficiency, and measurable growth.
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Allvue
Allvue Systems is a global leader in AI-driven alternative investment management software, designed to optimize fund operations and accelerate business growth. Its end-to-end solutions support every phase of the investment lifecycle—from fundraising and portfolio management to investor reporting and compliance. Powered by the Allvue Agentic AI Platform, the software embeds intelligence and automation into critical workflows, helping fund managers focus on strategy rather than administration. Whether managing private equity, venture capital, private credit, or CLO portfolios, Allvue delivers accuracy, scalability, and insight through one integrated ecosystem. The platform’s cloud-based design ensures seamless updates, continuous performance optimization, and enterprise-grade security. With deep industry input from 500+ global clients, Allvue has evolved into a multi-asset system of record that centralizes data and enables better collaboration. Its partnerships with consultants, fund administrators, and technology providers expand its capabilities for specialized needs. By combining AI innovation, compliance strength, and financial expertise, Allvue enables firms to operate more intelligently, efficiently, and profitably.
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