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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Acuity PPM
Acuity PPM provides Project Management Teams (PMO's) with lightweight and easy-to-use software to manage the project portfolio. Acuity PPM provides a Work Intake module to support demand management and helps you create and evaluate new project requests through prioritization, financial planning and resource management (capacity planning).
Once a request is approved, project teams can track project progress with centralized status reports, track key milestones, risks, issues, financial plans, decisions, lessons learned, project and portfolio roadmaps, and resource plans in Acuity PPM. This helps leadership teams select the right projects for the organization.
Connect to common Project Management tools such as Jira, Smartsheet, Asana, Wrike, Monday.com, and others.
PMO's don't need complicated and cumbersome software, which is too complex for most users to use. Our modular approach allows PMO's to add functionality as they need it, since most Project Management Offices are at maturity level 1 or 2. This allows you to pay only for what you use and not for what you don’t. That's fair.
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Keepify
Take charge of your financial destiny by eliminating debt and achieving your monetary objectives, all while involving your partner in the process. Whether you prefer using envelopes, alerts, or a single category, budgeting can be effortless with Keepify, which is designed to simplify your financial management. Most people don't enjoy budgeting, but Keepify helps you reach significant goals like planning a dream vacation, securing a comfortable retirement, or climbing out of debt. Users have reported saving up to $500 within just thirty days of using Keepify, thanks to its unique features that foster accountability by connecting you with friends or your spouse. You can easily integrate your financial accounts with top-notch security, or opt to use Keepify without linking accounts and manually import your transactions. By utilizing linked accounts, generating reports, and setting alerts, you can ensure your spending aligns with your budget, especially when sharing it with others. Don’t wait to take control—start today with our 35-day free trial and pave the way to a more secure financial future. The journey to financial empowerment begins now, so seize this opportunity!
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LearnLux
At LearnLux we are creating a world where having a financial plan is never out of reach. We bring this mission to life by offering employees expert financial guidance for everyday money moments and big life milestones. Our digital program and team of Certified Financial Planner™ professionals provide holistic, fiduciary financial guidance to people in all stages of life, focusing on inclusivity across all ages, geographies, economic backgrounds, and genders. We share our mission at scale by partnering with the world’s best companies to offer valuable benefits that help employees do their best work every day because they feel confident in their finances.
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