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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Since 1995, SurePayroll has been a leader in online payroll services for small businesses across the country. SurePayroll was the first SaaS payroll provider. It has since grown to be a household name in simple payroll, workers' compensation, and 401(k), as well as health insurance services. The company is backed by an award-winning U.S.-based customer service team. SurePayroll recently added HR services to its solution portfolio. SurePayroll is a trusted partner for a wide range of businesses, trusted advisors, and financial institutions, and offers co-branded and private-label solutions.
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Vanilla
Vanilla is an all-encompassing, AI-driven platform for estate planning that caters to financial advisors, estate planners, and legal professionals. It enhances the entire advisory process, starting from efficient client intake with the Estate Health Check, continuing through collaborative onboarding and document abstraction, and culminating in the creation, visualization, and modeling of dynamic estate plans. The platform offers the ability to generate legal documents on demand—such as wills, trusts, powers of attorney, and healthcare directives—either through a user-friendly questionnaire or with the assistance of an attorney. Additionally, it extracts vital information from uploaded documents and produces interactive visuals, including estate diagrams, balance sheets, tax projections, beneficiary summaries, family trees, and waterfall charts. Users benefit from advanced scenario planning features, which include ILITs, SLATs, GRATs, and modeling for Generation-Skipping Transfer Tax, allowing them to evaluate different strategies over time and optimize their estate plans effectively. This comprehensive tool not only simplifies the planning process but also empowers users to make informed decisions regarding their clients' futures.
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eState Planner
eState Planner is a cloud-based software designed for legal experts and advisors, aiming to enhance the efficiency of estate planning, client intake, and document creation processes. This platform allows for the secure collection of clients' personal and financial information through engaging questionnaires, enabling users to effortlessly generate estate plans by simply dragging and dropping assets or utilizing one-click scenario options. It features real-time legal notifications that minimize frequent errors in will planning, while providing immediate insights through dynamic tax and probate calculations. Moreover, eState Planner creates customizable legal documents such as wills and powers of attorney, allowing users to incorporate peer-reviewed precedents or their own unique clauses and branding. The software also offers visual summaries and narratives to assist clients in understanding their estate-planning results, promotes collaboration by allowing multiple contributors per client file, and supports remote access with encrypted data storage for added security. Additionally, this innovative tool is designed to adapt to the evolving needs of the estate planning industry, ensuring that legal professionals can deliver optimal service to their clients.
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