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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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.
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Smart Inventory Planning & Optimization
Smart Software, a leading provider in demand planning, inventory optimization, and supply chain analytics solutions, is based in Belmont, Massachusetts USA. Smart Software was founded in 1981 and has helped thousands of customers plan for future demands using industry-leading statistical analysis. Smart Inventory Planning & Optimization is the company's next generation suite of native web apps. It helps inventory-carrying organizations reduce inventory, improve service levels, and streamline Sales, Inventory, Operations Planning.
Smart IP&O is a Digital Supply Chain Platform that hosts three applications: dashboard reporting, inventory optimization, demand planning. Smart IP&O acts as an extension to our customers' ERP systems. It receives daily transaction data, returns forecasts and stock policy values to drive replenishment planning and production planning.
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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.
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