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.
Learn more
Runn
Runn is a real-time resource management platform with integrated time tracking and powerful forecasting capabilities.
Intuitively plan projects and schedule resources with allocations, project phases, milestones, and time off. Flick between monthly, quarterly and half-yearly views to plan for the short and long term. Get a dynamic bird’s-eye view of your entire organization to manage capacity, workload and availability changes as you create your plans.
Runn makes resource management dynamic and visual from a single, shared view. Drill into different roles, teams and tags to compare trends and understand which groups are overbooked. Plan out tentative projects to see how plans might change if work gets confirmed.
Track projects, view forecasts, and get relevant metrics within Runn. Get insights like utilization, project variance, and overall financial performance. Use Runn’s built-in timesheets to monitor project progress.
Runn integrates with Harvest, WorkflowMax, and Clockify. With the API, build your own integrations to connect Runn with your favorite tools.
Learn more
Foundor.ai
Foundor.ai is an innovative platform powered by artificial intelligence that rapidly converts initial business concepts into fully developed, investor-ready proposals in just a few minutes. To begin, users provide their business idea and respond to five focused questions regarding their target market, revenue streams, critical resources, and unique selling points. Once this information is submitted, Foundor.ai generates in-depth reports that feature analyses of the target audience and competitors, alongside financial forecasts and a complete branding package that includes suggestions for names, logos, and overall identity. The platform also facilitates the iterative enhancement of ideas by allowing users to collaborate with the AI for additional insights and recommendations. After refining their business plans, users can seamlessly export high-quality pitch decks and reports that are ready to be presented to investors, team members, or stakeholders. Furthermore, Foundor.ai prioritizes user privacy by implementing sophisticated encryption methods and adhering to stringent international data protection regulations to safeguard the confidentiality of all business proposals. By streamlining the process of creating business plans, Foundor.ai empowers entrepreneurs to focus on what truly matters: developing their vision and achieving their goals.
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
