Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget.
Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.
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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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Redi2 Revenue Manager
Experience a robust rules engine that accommodates the diverse billing requirements your firm encounters with its discerning clients, placing the necessary tools right in the hands of billing personnel and finance experts, all while ensuring secure access and controls. Allow us to assist you in harnessing your capabilities to negotiate distinctive and competitive investment management agreements. Our comprehensive invoicing solution is designed to create one of your firm's key client-facing documents. By generating clear and precise invoices, you can enhance cash collection efficiency and elevate customer satisfaction simultaneously. Empower your marketing team with endless opportunities to craft visually appealing invoices—say goodbye to the days of uninspiring fee statements leaving your office. Elevate your revenue management and collection processes to a global platform capable of computing fees and journal entries in any currency, ensuring seamless transactions across borders. With this system, you’ll be well-equipped to adapt to the evolving needs of your clients and maintain a competitive edge in the market.
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Clockify
Clockify by CAKE.com is a time tracker and timesheet app with a user-friendly interface, an easy onboarding process, and a carefully selected set of features that meet customer needs precisely.
What makes Clockify stand out is that its time tracking is rather intuitive, and all the data can be saved and then used for analysis with Clockify Reports.
Another key aspect of Clockify is financial management.
Users can mark their time entries as billable or non-billable. Then, they can easily issue invoices for the billable hours only — no manual calculations required. This also increases billing accuracy and enables more efficient budget management.
One of the main benefits of using Clockify is that you can easily manage your team’s schedule, time off, and workload.
You can implement PTO policies and have your team request time off through Clockify.
And, you can define shifts for your employees and projects/tasks they should focus on, all in a single tool. Once set up, you can view your team’s tasks on a timeline and analyze its capacity, making sure no one is underutilized or overwhelmed with tasks.
With reports, you can even see and analyze whether you’re spending too much time on certain tasks, and how to better allocate the time at hand. Insights like these are invaluable in defining future projects and task allocation on a daily basis.
Clockify integrates with over 100 apps, including popular options like Jira, Zapier, Gmail, and more. Clockify integrates with other CAKE.com apps, Pumble and Plaky, too.
Clockify is made by a company established way back in 2009.
You get 24/7 human customer support to Clockify users on all plans (including the free one).
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