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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CXT Software
CXT Software is redefining delivery logistics with technology that’s autonomous, intelligent, and built for trust.
Designed for courier and last-mile delivery companies, our platform empowers teams to automate dispatching, streamline operations, and ensure secure, compliant deliveries. From recurring route work to time-critical shipments in industries like healthcare, retail, and distribution, CXT helps logistics businesses scale with confidence.
Our complete solution includes robust operations tools, a high-performing driver app, and a configurable client portal — all working together to simplify logistics management and improve service outcomes.
With more than 25 years of innovation behind us and a customer base across North America, we are leading the evolution from manual processes to AI-powered TMS platforms that think ahead, respond instantly, and run with minimal oversight.
Ready to modernize your delivery operations? Schedule a no-pressure demo and see what’s possible with CXT Software.
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Quicken WillMaker
Quicken WillMaker & Trust is a thorough do-it-yourself estate planning software that empowers both individuals and families to draft legally enforceable wills, living trusts (either individually or jointly), durable powers of attorney, health care directives, transfer-on-death deeds, letters for final arrangements, and guides for caregivers or survivors. The program employs an easy-to-follow interview format that integrates legal advice, ensuring that the generated documents comply with the laws applicable in your state. Users can opt for either a desktop application or an online platform, with the flexibility to modify their plans whenever necessary. Additionally, it includes a comprehensive legal manual along with documents that have been reviewed by attorneys specific to each state, providing users with both clarity and peace of mind. Covering over 35 critical estate planning forms, such as promissory notes, authority delegations, and personal finance documents, it also aids in avoiding the probate process, making estate administration simpler and more efficient. This software is designed to cater to a wide range of estate planning needs, ensuring that users feel supported in their decision-making throughout the process.
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Fabric by Gerber Life
Fabric offers a complimentary online will creation tool that allows you to draft a digital last will and testament in as little as five minutes, walking you through important steps such as selecting a guardian, designating beneficiaries, and outlining your final wishes, all presented in a user-friendly format. After addressing a series of prompts, you will obtain a downloadable document that can be printed, signed, and witnessed to ensure its legal validity, with clear instructions provided by the platform. Tailored for young families, the service enables you to share your will with your spouse or guardian, include additional instructions, and ensure that both your assets and children are safeguarded at no cost. You maintain control over who can access the document and are free to revisit and make changes whenever necessary. While this tool effectively simplifies the estate-planning process and facilitates the completion of vital tasks efficiently, it is recommended that you consult with a legal professional if your situation involves intricate assets or specific state-related inquiries. This way, you can ensure that all aspects of your estate are comprehensively managed and legally sound.
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