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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KPI Fire
KPI Fire helps companies organize and quantify improvement projects that support strategic objectives and key performance metrics. KPI Fire is ideal for companies driving a Continuous Improvement, Operational Excellence, Lean, Six Sigma, or Cost Savings Initiative.
KPI Fire saves time and provides a simple way for companies to be accountable for investments of time and money into cost savings or improvement initiatives.
KPI Fire replaces bloated & complex spreadsheets and templates and organizes your continuous improvement program in a way that you wish you had time to do yourself.
Features & Use Cases:
Continuous Improvement/ Cost Savings Portfolio Management.
KPI Fire is an excellent solution for managing a CI program with idea solicitation, project initiation, and benefit tracking.
Strategy Execution:
Define the strategic initiatives and link the metrics that will be used to measure progress as well as the targets values to achieve.
Idea Funnel:
Potential projects are captured as Improvement Ideas and are prioritized based on effort vs impact and alignment with specified strategies.
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LaunchPlan
Business Plans Made Easy. Discover the most user-friendly and cost-effective solution for crafting a winning business plan. Effortless business strategizing combined with automated financial forecasting ensures you have everything you need in one place. From drafting your plan to projecting financial outcomes, LaunchPlan’s innovative and straightforward software has you covered. With guided steps to help structure your thoughts, your financial predictions are presented through contemporary charts and graphs, making it easy to impress potential investors. This is where your concepts transform into actionable steps. Collaborate seamlessly by sharing your ideas and inviting team members to join in; with LaunchPlan, an unlimited number of collaborators can participate without incurring extra subscription costs. Our cloud-based business planning tool is designed for versatility and can be used on any device or operating system, whether you’re using a Mac, PC, or mobile device on platforms like macOS, Windows, Linux, iOS, or Android. Experience hassle-free business planning as you create a comprehensive business plan online with clear, step-by-step guidance. Tailored for small businesses, entrepreneurs, and startups, LaunchPlan is equipped with extensive definitions, practical examples, and helpful tutorials to support your journey to success. Embrace the future of business planning with ease and confidence.
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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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