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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Proton Drive
Proton Drive is the secure workspace for storing sensitive data and collaborating with confidence across teams, clients, and external partners.
With full end-to-end encryption, you can share files, contracts, and business documents securely — and stay in control at all times. Set passwords, expiration dates, or revoke access instantly. Files are encrypted on your device before upload, and only you and your collaborators can access them. Even Proton can’t see your data. Each user gets 1 TB of storage, and you can scale as your organization grows. Proton Drive is developed in Switzerland by the makers of Proton Mail. We’re independent, built on privacy-first principles, and free from Big Tech surveillance, lock-in, or monetization of user data. We offer more than secure storage:
- Real-time collaboration with Proton Docs
- Granular sharing controls for external and internal access
- File recovery for peace of mind
- Cross-device access, including Windows, macOS, iOS, and Android
We also help you meet compliance requirements out of the box. Proton Drive supports:
- GDPR, HIPAA, DORA, NIS2, and ISO 27001
- Independently audited SOC 2 Type II compliance
- No complex setup or third-party integrations required.
By choosing Proton Drive, you show your clients, partners, and regulators that privacy and security are built into your workflows — not an afterthought.
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Foodzilla
Next-Gen Meal Planning and Nutrition Coaching Software Powered by AI.
Create meal plans 10x faster, follow up with your clients through our mobile app, and never struggle with meal planning or recipe management again.
10x Faster Meal Planning
Match your client's nutrition needs with personalized meal plans that are easy for them to follow, and the app will take care of the rest — automating all the recipe collection, filtering out the bad stuff, generating grocery lists, and helping them stay on track.
Save Time with Templates
Don't start from scratch. With Foodzilla, you can start off with using our existing meal plan templates that are created and approved by a dietitian for different diets and conditions. You can also create your own template using recipes from our database or by importing your own recipes.
App Personalizations
Foodzilla lets you offer your clients a branded custom mobile app that matches their nutrition needs. They can follow their meal plans on the go, track their progress, communicate with you, and stay motivated to follow your plan.
More Features Include:
Automated Nutrition Monitoring
Private Client-Coach Messaging
Find Recipes in Seconds
10-Days Free Trial Available
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Nutriadmin
NutriAdmin is the only software you'll ever need to manage your nutrition practice. NutriAdmin is trusted by thousands of nutritionists worldwide. Your clients will be delighted with your exceptional service. You can help them achieve their goals and simplify your workflow. NutriAdmin gives you the tools to be 100% productive, no matter how big or small your practice. Streamlining your processes and saving time will allow you to spend more on growing your practice and strengthening your relationships with clients.
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