
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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Empower your content transformation with Coursebox, the leading AI-driven eLearning authoring tool. Our platform streamlines the course development process, enabling you to create a well-structured course in a matter of seconds. Once the foundation is set, you can easily refine the content and add any final touches before it's ready for deployment. Whether you're looking to distribute your course privately, sell it to a broader audience, or integrate it into your existing LMS, Coursebox makes it effortless.
Designed with a mobile-first approach, Coursebox ensures that your learners stay engaged and motivated through rich, interactive content—complete with videos, quizzes, and other dynamic elements. Leverage our branded learning management system, featuring native mobile apps, to deliver a seamless learning experience. With options for custom hosting and domain personalization, Coursebox offers flexibility to meet your specific needs.
Ideal for both organizations and individual educators, Coursebox simplifies the management and segmentation of learners, allowing you to craft personalized learning paths and scale your training programs quickly and efficiently.
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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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