
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
EventsAir is the one platform you need for everything events. Execute engaging in-person, virtual, and hybrid events with a solution that supports you from start to finish. From built-in budgeting and accounting tools to breathtaking on-brand event sites and seamless registration experiences, EventsAir's all-in-one event management software makes event planning a breath of fresh...air.
With over 30 years of expertise, EventsAir has powered 350,000+ successful events, earning the trust of the industry's best to deliver seamless, standout experiences. We love dynamic and complex events, which is why we’ve built a comprehensive platform designed to grow and evolve alongside you.
Learn more
Flex Catering
Flex is an all-in-one catering management platform designed for restaurants, caterers, foodservice operators, hospitality groups, and venues. It helps businesses manage their entire catering and off-premise operation, from online ordering and sales to event planning, production, payments, and delivery.
Purpose-built for both B2B and B2C catering workflows, Flex brings orders, events, customers, menus, production, and financial management together in one centralized system. By reducing manual administration and improving coordination across teams, Flex helps businesses save time, control costs, improve customer service, and grow catering sales.
Flex includes a fully customizable online ordering website that can be tailored to match your branding and menu structure. Customers can place orders and make secure payments online, while your team manages the complete workflow through one platform.
Key features include:
* Customizable online ordering
* Order and invoice management
* Proposals with e-signature capabilities
* Customer and company account management
* Menu and pricing management
* Gift cards
* Production and kitchen management
* Delivery management
* Food costing
* Financial and payment management
* Secure online payments
* Operational and financial reporting
* Third-party integrations
* Event management
* Venue and room bookings
Whether you manage corporate catering, drop-off orders, private events, venue bookings, or multi-location operations, Flex provides the tools needed to manage catering more efficiently from initial inquiry through fulfillment.
Book a demo today to see how Flex can simplify your catering operations.
Learn more
FoodStorm
FoodStorm is the world's only built-for-grocery order ahead, meals and catering software. FoodStorm allows your customers to place orders online or in-store, centralizes your production and streamlines operations across multiple stores and departments. FoodStorm can power all your grocery use cases including holiday catering, made-to-order meals, deli pre-orders, custom cakes, everyday catering, coffee ordering and even floral!
Get in touch today to learn what FoodStorm can do for you.
Learn more