Planview AdaptiveWork
Planview AdaptiveWork, previously known as Clarizen, empowers PMOs and professional services teams of various sizes to achieve instant visibility across their operations, streamline workflows, proactively address potential risks, and enhance overall business outcomes.
By aligning with the company’s strategic objectives, organizations can maximize workforce effectiveness, ensuring that teams concentrate on delivering the most critical tasks timely. It facilitates the tracking, management, and prioritization of work requests, guaranteeing that each request automatically encompasses all necessary information for execution. With bi-directional integration with your CRM and custom triggers in place, opportunity details can be effortlessly captured to aid in planning client projects. The platform automates and governs the various phases of the request lifecycle, including submission, scoring, prioritization, routing, and approval, thereby streamlining the pathway for converting requests into actionable projects, tasks, or work items. This comprehensive approach not only boosts efficiency but also fosters a culture of accountability and transparency within the organization.
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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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T-Plan Robot
T-Plan's Cross-Platform Test Automation Software can run the same tests across different devices, and platforms.
T-Plan Robot is a highly flexible, easy to use, image-based black box GUI automation tool that creates robust automated scripts and exercises applications in the same way as would an end-user. T-Plan Robot is platform-independent (Java) and runs on, and automates all major systems such as Windows, Mac, Linux and Unix plus mobile platforms. We have a solution for any environment.
Our virtual workforce solution is application and environment agnostic. Our Java Robot uses a human-like GUI level interaction, using the typical application front-end. Non-intrusive, and a no-code low code approach.
Our RPA uses the same scripts, to automate any environment, meaning that automation can occur on Windows, Mac and Linux using the same automation development.
T-Plan Robot is the only RPA tool on the market which supports Mac and Linux and Windows in the same application.
Robot is the most flexible test automation tool on the market, with identical scripting support for Mac, Windows, Linux & Mobile.
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Planium Pro
Premium Strategic Business Planning Software for professionals and individuals.
Planium Pro's powerful analysis tools allow you to create custom plans for your clients as a business advisor, accountant, or consultant. This is done without the need to allocate additional resources or staff.
You can work from anywhere, and create a business plan for optimal growth. With the help of engaging charts, diagrams, and a comprehensive report, you can quickly create a winning business plan that is investor-ready.
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