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.
Learn more
Elevate is a comprehensive, cloud-based EDI software solution specifically designed for small and mid-sized enterprises seeking dependable electronic document interchange without incurring high costs or navigating unnecessary complexity. Whether users are new to EDI or transitioning from platforms like SPS Commerce or TrueCommerce, Elevate provides essential services such as mapping, certification, onboarding, and connections to over 200 trading partners, including major retailers like Amazon, Walmart, Home Depot and Chewy. The platform highlights clear pricing structures with no long-term commitments, allowing businesses to initiate with a single trading partner and expand when they feel prepared. It facilitates critical EDI transactions such as purchase orders, acknowledgements, advance shipping notices, invoices, and other ANSI X12 documents, and it seamlessly integrates with ERP, WMS, or accounting systems to enhance operational efficiency. Additionally, its user-friendly interface and robust support further empower businesses to optimize their electronic document processes.
Learn more
Cleo Integration Cloud
Cleo Integration Cloud is an award-winning EDI solution that enables B2B integration and visibility.
CIC simplifies EDI problem resolution, accelerates partner onboarding and automates EDI automation. End-to-end integration transparency across EDI and non-EDI integrations, as well as API integrations, enables you to grow revenue-generating processes faster and better. CIC optimizes thousands of supply chain for logistics providers, manufacturers and wholesalers. Our cloud-based B2B platform, which includes seamless ERP integration, TMS and WMS integrations, transforms complex, costly processes into efficient, agile and scalable operations.
Our ecosystem integration approach provides the best B2B capabilities, so you can automate EDI transactions and API transactions, quickly onboard partners, gain competitive control, and more.
Learn more
B to B-Link
B to B-Link stands out from other integration systems due to its robust integration management features. These features include comprehensive history tracking, audit trails, thorough error detection and resolution, as well as tools for data validation, scheduling, and filtering. Users of B to B-Link can efficiently manage the movement of documents in and out of MAS 90/200, either in batches or in real-time, as new information is entered into the accounting system. Central to B to B-Link's functionality is the mailbox, which offers a user-friendly interface reminiscent of Microsoft Outlook, seamlessly integrated within the accounting system to oversee all imported and exported documents. This intuitive design not only enhances user experience but also streamlines the document management process for businesses.
Learn more
