
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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Forethought is the most advanced generative AI agent for customer support and your 24/7 AI team member. Trained on your unique data sets and upholding the highest security protocols, Forethought delivers natural conversations through AI and eliminates inefficiencies to improve response times, resolution rates, and customer satisfaction scores at every interaction.
- Add an AI Agent that is a 24/7 team member, reducing workload so your team can focus on delivering exceptional support.
- Only Forethought ingests historical and current ticket data for AI specific to your business needs to deliver a personalized experience.
- We're not just about meeting privacy standards – we're setting them, to keep you and your data secure every step of the way.
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Empiraa GPS
Most strategy does not fail in the planning room, it fails in the follow-through. Plans get built, then strategy gets buried in spreadsheets, disconnected tools, and meetings that never quite tie back to the plan. Empiraa GPS keeps the plan visible, owned, and moving by bringing goals, KPIs, actions, meetings, and reporting into one connected platform built for real work, not just documentation.
Teams start by building a plan in minutes, using industry templates, guided AI chat, a document upload, or their own manual framework. From there, GPS connects the plan to execution: owners are assigned, actions are created, projects link back to priorities, and meetings run inside the same system so every update stays tied to the strategy it supports. Live dashboards then show what is on track, what is falling behind, and where the team needs to focus next, so leaders spend less time chasing updates and more time making decisions.
Empiraa GPS serves two audiences well. Businesses and leadership teams use it to align priorities, clarify ownership, and turn strategy into an operating rhythm the whole organisation can see. Consultants, advisors, and professional services firms use it to standardise how they deliver strategy across every client, with full white-label branding so the platform looks and feels like their own. Built-in AI (ANI) understands the goals, actions, and progress already in the system, so it can flag risks, surface stalled work, and recommend next steps without extra admin. GPS also connects to the tools teams and clients already use, and pairs with Empiraa Signal for organisations that want strategy and sales working from the same system.
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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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