
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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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.
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iVvy Venue Management
iVvy Venue Management is a Cloud-based vendor management software utilized by hotels, restaurants and other hospitality organizations that assist executives in managing space, online bookings, catering equipment, and online reservations.
iVvy Venue Management’s booking management feature allows clients to book spaces, design layout, get quotes and choose menus. In addition, the software allows clients to compare different properties and make online payments.
iVvy Venue Management’s lead management feature enables users to generate, qualify, store communication, and share quotes. Moreover, the software allows managers to automatically assign leads to team members with the help of predefined rules.
The software's email marketing feature allows organizations to design personalized emails using a drag and drop function and run email marketing campaigns. The open-rates, event click-through and bounce rates of emails are also tracked.
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BANCO
BANCO is a comprehensive information system designed for caterers across various scales. It facilitates the swift generation of quotations, management of contracts and invoices, organization of room bookings, and tracking of accounts receivable. This software is ideal for any business offering catering and event services, such as hotels, banquet facilities, social catering companies, educational institutions, clubs, resorts, contract catering providers, off-site caterers, and venues for conferences and seminars. For smaller off-premise caterers that do not need recipe or room booking management, BANCO is offered in an EL Edition. In contrast, the GP Edition is a fully equipped version that delivers enhanced features necessary for both on-premise and larger off-premise catering operations, ensuring versatility and efficiency across various catering needs. A detailed comparison of features is available for those interested in understanding the differences between the editions.
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