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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Striven
Striven is comprehensive business management software that reduces your expenses, enhances your workflows, and simplifies daily operations. Keep your company's information unified, integrated, and actionable.
With more than 20 years of experience in Software Services, we've partnered with over 8,600 organizations across numerous industries to help them create operations that are more protected, streamlined, and beneficial to their clients.
Our mission has always centered on helping people achieve more. Today, that mission drives everything in our software. We provide clear, uncomplicated pricing options and a guarantee you won't find anywhere else. You can begin using it today without spending a dime.
None of our plans include trials, time limits, or binding contracts.
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Jira
Jira is a project management tool that allows you to plan and track the work of your entire team.
Atlassian's Jira is the #1 tool for software development teams to plan and build great products. Jira is trusted by thousands of teams. It offers a range of tools to help plan, track, and release world-class software. It also allows you to capture and organize issues, assign work, and follow team activity. It integrates with leading developer software for end-toend traceability. Jira can help you break down big ideas into manageable steps, whether they are small projects or large cross-functional programs. Organize your work, create milestones and dependencies, and more. Linking work to goals allows everyone to see how their work contributes towards company objectives, and to stay aligned with what's important. Your next step, suggested by AI. Atlassian Intelligence automatically suggests tasks to help you get your big ideas done.
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Sesimi
It’s Marketing Magic.
The power to create, manage and share branded content. Instantly.
• Bring on the magic.
Build and deliver quality, on-brand marketing in no time at all.
• Power up your team.
More efficient marketing means more time to focus on the big stuff.
• No surprises.
Seamless integration, smart approvals processes and secure IT systems mean you can grow with confidence.
Sesimi is technology trusted by over 8,000 companies around the globe.
The Brand and Content Management Platform
Sesimi, a brand management platform, delivers marketing campaigns and strategies quicker than ever before - including:
- A class-leading, intuitive Digital Asset Management tool that helps you store, search, and share your assets.
- One-to-Many Creation Platform to eliminate marketing production bottlenecks using smart, brand-compliant templates.
- Backed by a global support team that will assist you every step of your journey
Streamline your campaign workflows.
Give your team time back and resources.
Don't just store your assets, create on-brand campaigns quickly!
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