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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Martus
Martus Solutions delivers a powerful budgeting, reporting, and forecasting platform tailored for nonprofits and small to mid-sized businesses (SMBs). Eliminate the hassle of spreadsheets and simplify your financial processes with Martus. Our intuitive tools offer collaborative budgeting and comprehensive personnel planning, enabling your organization to make data-driven decisions with confidence.
Martus empowers teams to work smarter, with real-time data access, customizable reporting, and automated workflows designed to streamline your budgeting and forecasting efforts. Gain critical insights into your organization’s financial health, allowing for strategic growth and mission alignment.
With rapid implementation, seamless ERP integration, and an approachable user interface, Martus delivers both efficiency and value. Hundreds of organizations have already discovered how Martus transforms financial management—bringing transparency, accountability, and accuracy to your financial operations, all at an affordable cost.
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Strategypoint
Strategypoint is a flexible and simple strategy management platform. It supports all the most popular strategies management best practices and lets you plan, set goals and execute with your team.
Use a Strategypoint template or your existing strategic plan to get started. You can easily track your progress by aligning everyone in your organization to linked goals and work programs.
Strategypoint can help you achieve your team's vision!
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Smart Inventory Planning & Optimization
Smart Software, a leading provider in demand planning, inventory optimization, and supply chain analytics solutions, is based in Belmont, Massachusetts USA. Smart Software was founded in 1981 and has helped thousands of customers plan for future demands using industry-leading statistical analysis. Smart Inventory Planning & Optimization is the company's next generation suite of native web apps. It helps inventory-carrying organizations reduce inventory, improve service levels, and streamline Sales, Inventory, Operations Planning.
Smart IP&O is a Digital Supply Chain Platform that hosts three applications: dashboard reporting, inventory optimization, demand planning. Smart IP&O acts as an extension to our customers' ERP systems. It receives daily transaction data, returns forecasts and stock policy values to drive replenishment planning and production planning.
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