
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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Planview Enterprise One™, which integrates business and technology planning, optimizes all resources, and delivers breakthrough products, services and customer experiences, enables strategic execution to be accelerated. Manage and deliver across all types and technology of work and application portfolios. Transform business requirements into standards that meet strategic objectives. This will reduce cost and mitigate risk. A complete approach to all types of work, including agile, iterative, traditional, and collaborative. Keep teams productive by balancing work and resources. Maximize your use of resources. A scalable user experience ensures that everyone is focused on the right priorities in order to achieve the desired outcomes. Ensure on-time, on-budget project delivery. Projects and people can stay on track with milestones and schedules. Dashboards provide performance insight.
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Farm Focus
Farm Focus is cloud-based farm financial management software for farmers and growers in New Zealand and Australia, used on more than 10,000 farms. Formerly Cashmanager RURAL, it is built on 45 years of farm finance experience.
One subscription covers the farm cashbook and planning, with no separate accounting ledger needed:
- Bank feeds from Westpac, ANZ and Rabobank, with automatic transaction coding
- Paperless invoice capture, including Farmlands and Farm Source statements
- GST returns filed directly with Inland Revenue
- Working Plan: a living budget that compares actual and planned cash flow through the season
- Livestock reconciliation and production KPIs, such as kg carcass weight per hectare
- Dairy production forecasting with automatic Fonterra and Synlait milk price updates
- Performance and bank-ready reporting, plus DairyBase benchmarking
- Farm Assistant AI: ask questions in plain language for report summaries, trends and variances
Farm Focus suits owner-operators, sharemilkers and contract milkers, and dairy, sheep and beef farms that want one system for their numbers. Accountants and farm advisers manage client farms in Focus Workspace.
Pricing (NZD, excluding GST): $139 a month or $1,379 a year, with unlimited users. Add-ons: Focus Payroll from $31 a month (powered by Lightning Payroll, with payday filing to Inland Revenue), Focus Lite for a second entity, and Management Tags. Focus Advantage is free for up to 12 months for new ventures before they start trading. Every plan includes a 30-day free trial and free onboarding and phone support from a New Zealand-based team.
Integrations also include PaySauce, Crystal Payroll and Mobble in New Zealand.
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Farmers Business Network
Farmers Business Network focuses on empowering family farmers to enhance their profitability through a platform that utilizes data and technology to facilitate direct-to-farm commerce, foster community, and promote sustainability, ultimately transforming the concepts of value and convenience. By providing insights that are both data-driven and proven in real farming conditions, along with a global network of farmers, our services enable confident decision-making to boost financial results. We offer advanced marketing and risk management solutions designed to optimize the worth of your agricultural products. Through initiatives like Gradable Carbon™ and direct procurement options, farmers gain the flexibility to adopt sustainable practices that can significantly increase their profit potential while aligning with their operational goals. Additionally, our commitment to innovation ensures that farmers are always equipped with the latest tools and strategies for success.
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