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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Work is broken because your tools are. Dozens of apps, zero shared context, your team stuck playing messenger between all of them. That's not collaboration. That's overhead.
ClickUp eliminates the mess.
One platform: tasks, docs, chat, goals, time tracking, whiteboards, and AI Agents that work autonomously while you sleep. Everything shares one connected brain.
No silos. No duplicated effort. No lost threads.
Manage any workflow with custom views, automations, and real-time collaboration baked into every layer. 15+ views including List, Board, Gantt, Timeline, and Calendar. Create rich documents with nested pages and embedded tasks. Set measurable goals with automatic rollups that connect daily output to company objectives. Track time natively with timers, estimates, and workload views that prevent burnout.
Over 1,000 integrations plug into your existing stack without adding chaos. GitHub, Slack, Google Drive, Figma, Salesforce, Zoom, and hundreds more — all feeding into one system of record.
Built-in AI writes, summarizes, and executes entire workflows on its own. Not a bolt-on — native intelligence woven through every feature. AI Agents handle complex multi-step work around the clock without waiting for humans.
SOC 2 Type II certified. SSO/SAML. Custom roles. Audit logs. Scales from five people to fifty thousand.
Stop patching a broken system.
Start free today. No credit card, no commitment.
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Strategypoint
Strategypoint is a flexible and simple strategy management platform. It supports all the most popular strategies management best practices and lets you plan, set goals and execute with your team.
Use a Strategypoint template or your existing strategic plan to get started. You can easily track your progress by aligning everyone in your organization to linked goals and work programs.
Strategypoint can help you achieve your team's vision!
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Goalscape
Reach Your Goals with Goalscape
Goalscape revolutionizes how you manage goals by offering a unique visual approach that goes far beyond traditional To-Do Lists, Spreadsheets, or Kanban Boards. It simplifies goal-setting and aligns teams with a shared sense of focus and purpose.
With Goalscape, you can break down large objectives into manageable subgoals, prioritize them effectively, and monitor progress through an intuitive visual interface.
This innovative method empowers businesses to succeed, individuals to thrive and teams to connect on a deeper level. Goalscape turns work into an inspiring journey of meaningful achievements that truly make a difference.
Created by Olympic champions, Goalscape is trusted by countless users worldwide—ranging from solo professionals to large organizations.
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