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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Trumba
Streamline event calendar management and online registration with Trumba. It's perfect for virtual, in-person or hybrid events.
Trumba offers an innovative and highly customizable event calendar platform preferred by colleges and universities, hospitals and health systems, local government, communities and other organizations worldwide. Trumba also offers a HIPAA-compliant solution for hospitals and healthcare organizations and will enter into a BAA with covered entities.
Trumba calendars can be easily embedded into your website or published as fully-hosted pages that match your online branding. Attendees can easily find events, subscribe to calendars, register/pay and stay informed of changes. Trumba can integrate with other calendars to provide a one-stop experience for your users and optimize workflows internally.
Trumba customers love the ease of implementation services and ongoing customer support.
Online demos and free trials are available upon request (no credit card info required).
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iVvy Venue Management
iVvy Venue Management is a Cloud-based vendor management software utilized by hotels, restaurants and other hospitality organizations that assist executives in managing space, online bookings, catering equipment, and online reservations.
iVvy Venue Management’s booking management feature allows clients to book spaces, design layout, get quotes and choose menus. In addition, the software allows clients to compare different properties and make online payments.
iVvy Venue Management’s lead management feature enables users to generate, qualify, store communication, and share quotes. Moreover, the software allows managers to automatically assign leads to team members with the help of predefined rules.
The software's email marketing feature allows organizations to design personalized emails using a drag and drop function and run email marketing campaigns. The open-rates, event click-through and bounce rates of emails are also tracked.
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Caterease
Caterease Software is the most popular catering and event planning application available with over 50,000 users worldwide. Because of its flexible design and optional packages, Caterease is the perfect solution for event management businesses of any size. Create custom screen displays that respect your team’s workflow, custom event prints that reflect your company’s image and custom queries to track the specific information you need. Boost productivity, avoid costly mistakes and save precious time and money with this intuitive and user-friendly program.
Take the work and the worry out of your busy workday with the most powerful catering and event planning program available. Discover automation made easy with Caterease Software.
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