NaviPlan
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
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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Epicor Vista Market Share
Vista Market Share delivers comprehensive and impartial insights into market dynamics, including size, growth, share, and opportunities, enabling manufacturers to evaluate their performance, pinpoint challenges, and adopt strategies for accelerated and more profitable expansion. By leveraging a substantial panel of electrical distributors that accounts for approximately 30% of total revenues in the full-line electrical distribution sector, Vista Market Share ensures data accuracy and relevance. The platform stands out by offering a unique array of insights regarding manufacturer, brand, and product performance specifically within the independent hardware channel, utilizing point-of-sale information collected from a diverse selection of retail outlets. Moreover, the data from Vista Market Share is conveniently provided in flat file formats that can be seamlessly integrated and analyzed with popular business intelligence tools such as Tableau and Microsoft Power BI. Additionally, Epicor provides user licenses to access Vista Market Share intelligence through the MicroStrategy web-based analytics platform, ensuring that users can engage with the data more effectively. This multifaceted approach empowers manufacturers with the tools they need to make informed decisions and drive their business forward.
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Socrates Learning Platform
Socrates is a powerful teaching tool that allows schools to guide students through thousands of educational topics. Socrates dynamically creates learning paths that adapt based on each answer. This helps students to focus on the areas they are struggling and encourages them to excel in areas they are doing well. Socrates begins each child based upon their grade level, but adjusts backwards or forwards across grades depending on their individual abilities.
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