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
Bridgit is the leading AI workforce planning software built exclusively for construction. Trusted by over 40% of the ENR 400, Bridgit gives general contractors and specialty contractors a single source of truth to align business development and operations, forecast labor demand, and build high-performing project teams with confidence.
Construction workforce planning is too complex for spreadsheets and disconnected tools. Bridgit replaces scattered emails, whiteboards, and siloed systems with one clear, real-time view of your people, projects, and pipeline — so operations leaders can plan ahead, staff smarter, and protect margins.
Bridgit AI delivers intelligent staffing recommendations, experience-based matching, and 5-year scenario forecasting powered by your own data. Track skills, certifications, project history, and utilization across your entire workforce — from long-term project admins to craft workers in the field.
Bridgit connects seamlessly with the tools contractors already use, including Procore, Autodesk Construction Cloud, Salesforce, BambooHR, Unanet, and more — eliminating double data entry and keeping every team aligned.
Recently expanded to serve specialty contractors with purpose-built Labor Forecasting and Crew Management capabilities, Bridgit is now the definitive workforce planning platform for the full construction workforce.
Learn more
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!
Learn more
Upmetrics
Upmetrics is a software that helps entrepreneurs and business owners build their business plans perfectly and easily.
With 200+ business templates, choose what industry you are in and start building directly.
With our financial forecasting tool, build accurate financial sheets for your businesses and startups.
Also, get free resources like partnership agreement contract templates, customer analysis templates, & lots more.
With great products & affordable pricing, Upmetrics is the best business planning tool.
Learn more
