
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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TurboTenant is an all-in-one property management platform built to help landlords manage rentals more efficiently and effectively. It combines marketing, tenant screening, lease creation, and rent collection into a single, easy-to-use system. Landlords can quickly create listings and syndicate them across multiple rental websites to attract potential tenants. The platform provides detailed screening reports, including financial, criminal, and eviction history, to help landlords make informed decisions. TurboTenant also simplifies lease management with customizable, state-specific agreements and built-in e-signature capabilities. Rent collection is streamlined through automated payments, reminders, and tracking features that improve accountability. The platform includes integrated accounting tools for tracking expenses and generating financial reports. For those who prefer a hands-off approach, TurboTenant offers a full-service management option that handles tenant placement and day-to-day tasks. Communication tools allow landlords to manage conversations with tenants in one centralized place. Overall, TurboTenant helps landlords reduce workload, stay organized, and maximize rental income.
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Findigs
Findigs is a comprehensive platform designed for tenant screening and decision-making that streamlines the entire rental application process, assisting property managers in making quicker, more informed, and equitable leasing choices. It collects detailed applications—including information on identity, income, employment, rental history, pets, and guarantors—through a user-friendly online interface; subsequently, it automatically confirms identity, income, and employment using secure sources or uploaded documents, while also identifying potential fraud or counterfeit documents. The system applies tailored screening policies such as credit checks, background assessments, income-to-rent ratios, and pet regulations, leading to straightforward approve or decline recommendations. Its built-in decision-making algorithms operate around the clock, often delivering final results within minutes or hours, which liberates leasing teams from the burdens of manual paperwork and outdated spreadsheet methods. After approving a prospective tenant, Findigs seamlessly connects them with available rental units, oversees unit reservations, synchronizes lease offers, and helps avoid conflicts regarding unit availability, ensuring a smooth transition from application to occupancy. This innovative approach not only enhances efficiency but also contributes to a more positive rental experience for all parties involved.
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SimplifyEm Property Management
SimplifyEm software is designed for property managers, landlords, and investors in real estate. SimplifyEm is easy to set up, cost-effective, and simpler than spreadsheets or other financial software. It allows you to track rental income, expenses, monitor tenant balances and send notices. SimplifyEm comes in two versions: Premium and Basic. All editions include unlimited phone and email support, training, and updates.
These features include:
Advertising for rental
Online applications
Online leasing
- Tenant screening
Renter's Insurance
Tracking tenant and lease information
Notices
- Texting
Communication History
- Tracking income and expenses
- Online payments via ACH & credit card
- Maintenance request and work order tracking
Owner statements
- Vendor management
- Bank reconciliations
- Detail reporting
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