
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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Save hours per day in double data entry and thousands per month on fuel costs because of our automations and routing optimization tools powered by Google
Easily keep track of your one-time and recurring jobs with our job pool and drag-and-drop scheduling tools.
Sign up new customers, see your schedule, complete appointments, track chemical usage, and much more from the convenience of your phone or tablet.
Automate pre-service notifications, follow-up messages, collection notices, review requests, and other daily tasks.
Post payments, resend emails, upload and send attachments, text, and much more from an easy-to-use customer account.
Use our Recruiting, Street-Level Lead Tracking, Area Management, Video Training, and Leaderboards to manage your Door-to-Door efforts.
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KCD Software
Create and produce tailor-made kitchens, bathrooms, closets, entertainment centers, Murphy beds, built-in furniture, offices, libraries, garages, laundry spaces, mudrooms, pantries, and beyond. The design process for custom storage solutions is simplified with options like wall-mounted, floor-standing, reach-in, and walk-in closet components, along with garage and storage units suitable for every area of the home – making the journey from design to manufacturing seamless. Craftsmen, cabinetmakers, and those renovating exquisite custom cabinetry appreciate the precise cutlists, door ordering capabilities, floor plans, elevations, and a variety of other software tools that streamline the cabinetry creation process. Explore the benefits of KCD Software, which offers an array of features and technology partnerships alongside flexible workflow options, ensuring that users are well-equipped in the custom manufacturing sector. With hundreds of easily adjustable, machine-ready templates at your disposal, including designs for doors, drawer fronts, dovetails, fluted pilasters, rosettes, wine racks, arched panels, valences, and more, the possibilities for customization are nearly limitless. The intuitive interface of KCD Software further enhances the design experience, allowing for creativity to flourish while maintaining efficiency.
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Cabinet Creator
Cabinet Creator, version 3.25 (32bit), is tailored for hobbyists and professionals eager to begin crafting their own cabinets, vanities, bookcases, and more right away. This software generates a comprehensive cut-list specifically for face-frame cabinets that feature either overlay or flush doors and drawer fronts. By requiring minimal dimensional input, the program efficiently creates a detailed cut-list encompassing all components of each cabinet, such as cabinet boxes, face frames, doors, drawer fronts, and drawer boxes. Additionally, it provides a scaled front elevation drawing for each cabinet. The program includes various useful modules, such as a panel-door program module, a master cut-list program module, and a calculator/converter program module. Users have the ability to save the details of each cabinet into a job directory, which can be created directly within the software. Furthermore, it allows for importing cabinet data from previous jobs to facilitate new projects, and users can establish directories specifically for specialty cabinets to enable quick access for future tasks. This efficiency not only streamlines the cabinet-making process but also enhances productivity by organizing resources effectively.
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