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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NovusMED
The ecosystem of NovusMED includes a call center, administrative applications, driver applications, client/clinic booking apps, and more. NovusMED is a platform of choice for medical transportation services. It includes configurations for brokerages, providers, seniors, community and home health programs. Manage calls and patient data accurately. Monitor performance in real-time and adjust capacity to meet changing service demand. Manage will calls in real-time, as well as confirmation calls and recurring trips/standing order. Improved mileage calculators and cost calculators for managing multiple contractors, funding sources, multiple providers, and volunteer drivers programs. Credential management for drivers and vehicles. Manage subcontractor outsourcers with provider mobile, bidders for trips, and trip offers. You can see the nearest vehicle and make immediate bookings.
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Onexfort
Introducing a unified online platform tailored for moving companies and removalists across Australia. Elevate your business operations with a singular, all-encompassing system that streamlines everything from your sales funnel to payment processing. Onexfort serves as a holistic software solution that enables you to oversee every element of your business within one interface, allowing you to prioritize growth. Connecting your website to our platform is effortless and requires no coding skills, granting you immediate access to the extensive benefits that Onexfort provides. You can easily review the job history for each client, complete with notes, attachments, emails, and messages. Our integrated inventory list and calculator allow customers to input their requirements directly, enhancing efficiency. The mobile app simplifies job dispatching to your drivers, while providing a clear visual overview of your jobs, vehicles, teams, and deadlines. Additionally, with seamless integrations with Stripe and Xero, managing your accounting becomes incredibly straightforward. You can also communicate directly with your clients through emails and messages from the job page, ensuring a smooth flow of information. Overall, Onexfort not only streamlines operations but also empowers you to enhance customer satisfaction and drive business success.
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AHT TMS
AHT TMS is a highly adaptable cloud-based system for accounting and transportation management, aimed at enhancing and automating your operational processes. This comprehensive accounting solution allows users to create custom codes, categories, and templates to facilitate their workflow. You can effortlessly generate estimates, issue invoices, and allocate tasks to operators, equipment, and dispatchers with just a few clicks. AHT TMS automatically computes all associated costs and profits while providing seamless email notifications to all stakeholders according to your settings.
Whether you operate with a single dispatcher or manage a team, AHT TMS simplifies the creation and dispatching of loads, enabling quick route planning. Our advanced mapping tool and algorithm are specifically crafted to deliver optimal routes while calculating distances and time efficiently. Additionally, the system makes it straightforward to assign operators and equipment while monitoring their availability, ensuring that your operations run smoothly and effectively. No matter the scale of your operations, AHT TMS is equipped to meet your needs.
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