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.
Learn more
Vehicle Acquisition Network (VAN)
Vehicle Acquisition Network (VAN) is an automotive software platform built to help car dealerships acquire high-quality used vehicles directly from private sellers—without relying on auctions. As wholesale prices rise and vehicle availability tightens, VAN empowers dealers with tools to source inventory faster, more profitably, and with greater control.
VAN aggregates local FSBO (for-sale-by-owner) listings, applies real-time market data to assess profitability, and automates communication with sellers at scale. Buyers can manage leads, track seller conversations, and streamline acquisition workflows through an intuitive CRM-style dashboard designed specifically for dealership teams.
For dealers who don’t have dedicated acquisition staff, VAN offers a Managed Buyer program, pairing stores with expert buyers who actively source, engage, and negotiate with private sellers on their behalf—saving time and boosting acquisition volume without internal hiring.
VAN is trusted by hundreds of dealerships across North America—from independent rooftops to franchise groups—looking to beat Carvana and CarMax at their own game. It's the smarter way to buy cars.
Learn more
WealthObjects
We offer cutting-edge digital wealth and hybrid advisory software solutions to financial institutions, utilizing our acclaimed technology to accelerate the launch of digital business models while significantly reducing costs and conserving development time and resources. Our services support Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and various other organizations in establishing contemporary digital investing and saving offerings, as well as enhancing their existing platforms through our automation, innovation, and captivating online experiences. By employing our modular RESTful API-driven delivery model, firms can implement their own distinctive designs and experiences into their digital offerings, allowing them to stand out from their competitors and expedite their market entry. We deliver a range of digital solutions that encompass D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, and advanced Adviser Software alongside Portfolio Management Tools. Additionally, our commitment to innovation ensures that our partners are always equipped with the latest advancements in financial technology.
Learn more
nCino Cloud Banking Platform
The nCino Cloud Banking Platform is a comprehensive, cloud-based solution that addresses challenges and promotes opportunities facing financial institutions (FIs) today. It's an end-to-end platform that connects commercial banking, mortgage, consumer banking, small business banking and treasury management. No matter what business your customers have with your institution, they will receive a seamless, intuitive, consistent, and personalized experience across all channels, which is key to driving satisfaction and retention.
Learn more
