
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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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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Trust Your Move
Dashboard - Gain a thorough understanding of your business operations!
Key Stats - Seamlessly track new inquiries, as well as jobs that have been accepted or declined.
Smarter Workflows - Utilize intelligent reminders to help you stay organized and manage your tasks effectively.
Automation - Schedule and distribute emails to your target audience with ease, saving you time and effort.
Calendar - Change how you handle appointments and keep track of upcoming jobs with our advanced platform!
Cbft, Meter & Weight Software - Cutting-edge cubic feet calculator for precise measurements!
Survey Software - Innovate your job surveying process with our groundbreaking platform!
Move Updates and Reminders - Ensure your entire team stays aligned and enhance your operational efficiency.
Invoicing - Revolutionize the payment process for your services!
Vehicle Inspection - Maintain your vehicles in prime condition with our innovative weekly inspection tools.
Storage Software - Transform the management of your storage facility for optimal efficiency.
Staff - Boost your team's productivity with our flexible access settings tailored to your needs!
This comprehensive suite of features empowers your business to operate more smoothly and effectively.
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