
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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Join thousands of property managers who trust Buildium to take control of every aspect of their business and drive more revenue per door. It’s the #1 most recommended for a reason.
Buildium is all-in-one property management software loaded with all the features you need to thrive—accounting, communications, leasing, top-rated mobile apps and more. You’ll be able to find new revenue streams from resident services, count on award-winning support, and tap into an ecosystem of proven integrations with Buildium Marketplace. No matter the portfolio, Buildium is purpose-built for your job.
With packages starting at just $62 a month, and zero hidden fees, it’s no wonder Buildium is ranked by Forbes to be the “Best Real Estate Accounting Software for Property Managers.”
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Flyra
Flyra serves as a comprehensive CRM and field service solution tailored for businesses in window cleaning, pressure washing, and gutter cleaning that operate through door-to-door sales. Utilizing a dynamic live map, sales representatives can drop and modify pins in real time as they engage with customers. Managers strategically allocate territories, ensuring that each rep focuses solely on their assigned areas, with detailed histories for every door available, including past objections, follow-ups, and referrals, enabling them to approach neighborhoods with informed strategies rather than relying on assumptions. Jobs are managed through a collaborative schedule that includes essential elements such as line items, photographs, checklists, signatures, and time tracking for each task. Furthermore, users can easily send estimates and invoices, accept card payments both online and in the field, and gather signatures and payment details for ongoing service plans. The emphasis on recurring revenue is central to Flyra's design, as the majority of its users are transitioning their clientele from one-time cleaning services to subscription-based models, maximizing customer retention and profitability. This approach not only streamlines operations but also enhances customer relationships by providing a consistent service experience.
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SunShip
SunShip is an innovative app designed specifically for solar sales teams, providing both iOS and Android applications for representatives working in the field. This tool meticulously records every door approached, along with metrics such as the set-to-sit ratio, sit-to-close ratio, and installation ratio, enabling managers to have a clear understanding of each representative's performance. Commissions are calculated automatically based on the company's tailored redline, which includes customizable pay structures for individual reps and management of overrides when necessary. The app supports multi-office team management, allowing the operation of several branches under a single account, while offering role-specific permissions for various users, including admins, managers, setters, closers, area directors, and regionals. Additionally, the web-based territory feature provides managers with a real-time overview of lead locations and team distribution. With an anti-pin spoofing mechanism in place, the app ensures that representatives are genuinely at the doors they claim to be knocking on, instead of falsely reporting activity from their vehicles. Ultimately, SunShip consolidates all the essential tools needed to effectively manage a solar sales team into one comprehensive platform, streamlining operations and enhancing productivity.
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