Compare ADR Notable vs. Trustee Suite

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.

Pylon's intuitive design software allows you to create accurate proposals from anywhere, in less than 2 minutes. Pylon is the only software that allows you to view high-resolution imagery within your app. Pylon's award winning 3D Solar Shading toolkit helps you identify and track shading impacts throughout the year. Pylon's load profile analysis and interval data analysis will help you and your team to better understand customer consumption patterns. Analyze load profiles & interval data. You can close more solar proposals by using interactive Web & PDF proposals and native eSignatures. Fully integrated solar CRM that integrates with your solar design software to convert proposals. Pylon Solar CRM offers 2-way SMS and email communications, team management, lead management and pre-made deal pipelines.

Google AI Studio is a user-friendly, web-based workspace that offers a streamlined environment for exploring and applying cutting-edge AI technology. It acts as a powerful launchpad for diving into the latest developments in AI, making complex processes more accessible to developers of all levels. The platform provides seamless access to Google's advanced Gemini AI models, creating an ideal space for collaboration and experimentation in building next-gen applications. With tools designed for efficient prompt crafting and model interaction, developers can quickly iterate and incorporate complex AI capabilities into their projects. The flexibility of the platform allows developers to explore a wide range of use cases and AI solutions without being constrained by technical limitations. Google AI Studio goes beyond basic testing by enabling a deeper understanding of model behavior, allowing users to fine-tune and enhance AI performance. This comprehensive platform unlocks the full potential of AI, facilitating innovation and improving efficiency in various fields by lowering the barriers to AI development. By removing complexities, it helps users focus on building impactful solutions faster.

Online service desk software that is best in class. ServiceDesk Plus Cloud is the simple-to-use SaaS service management software from ManageEngine, the IT division of Zoho. It will help you offer your customers world-class solutions. The cloud-based IT ticketing platform, used by more than 100,000 IT service desks around the world, makes it easy to track and manage IT tickets, resolve issues quicker, and ensure end-user satisfaction. With out-of-the-box ITIL workflows, you can manage the entire life cycle of IT issues, problems, and projects. You can create support SLAs, set escalation levels and ensure compliance. Automate ticket dispatch, categorization and classification based on predefined business rules. Set up notifications and alerts to ensure timely ticket resolution. Your users will have more control and reduce walk-ins. Allow end users to access IT services via your service catalog and self-service portal. Allow users to create and track tickets, and search for solutions.

The board portal platform and collaboration tool for boards and senior executives. Learn how Nasdaq Boardvantage can make board processes paperless, and reduce the time it takes to prepare meetings. You can create single- or multi-day meetings in a matter of seconds. Add details, attach files, track attendance, and even initiate remote meetings. To protect information, encryption and multiple layers provide protection for confidentiality, integrity, availability, and security. Quickly create and distribute Board and Committee Evaluations, Conflict of Interest, and general questionnaires. Manage files, contacts and signatures. Collaboration with notifications, annotations and unanimous consent votes, esignatures and in-app email security. Accessible on any device, smartphone, tablet, or desktop. Sync seamlessly online and offline.

Kasm Workspaces streams your workplace environment directly to your web browser…on any device and from any location. Kasm is revolutionizing the way businesses deliver digital workspaces. We use our open-source web native container streaming technology to create a modern devops delivery of Desktop as a Service, application streaming, and browser isolation. Kasm is more than a service. It is a platform that is highly configurable and has a robust API that can be customized to your needs at any scale. Workspaces can be deployed wherever the work is. It can be deployed on-premise (including Air-Gapped Networks), in the cloud (Public and Private), or in a hybrid.

Retreat Guru is the ONLY all-in-one retreat management software. It was built specifically for retreat centers with all of their needs, complexities, and concerns in mind. It does everything you need to make your retreat processes efficient and easy to handle. It will help you save tons of time while easily helping you set up and manage your programs. Some of the key things that set Retreat Guru apart are: - Software built for yoga, mediation, health & wellness, plant medicine, spiritual, buddhist, christian, and faith-based centers. - Accept bookings instantly and set up your program listings in minutes. - Show your real-time bookable inventory so guests can book their room with programs. - Automatically generate guest statements. - Access detailed meal, housekeeping, accounting, and other reports. - Automatically send guests pre-arrival and post-departure emails. - Collect rental inquiries from other retreat leaders looking for space. - Offer special discounts and flexible payment options for guests. - Offer the same room as a single, double or triple based on who books it first. - Keeping your entire team in sync by storing all retreat data in one place.

AI Docs contract automation software enables small and midsized organizations to easily generate, sign, and manage contracts and sales documents. Let AI Docs help you get control of your contracts in order to save labor, improve quality, and boost income. With the AI Docs contract lifecycle management (CLM) software, rules and logic guide users through contract configuration and creation. All necessary data is captured, all required clauses are incorporated. No errors are introduced, no ‘leftover’ or inappropriate information is included. This unique rule-based approach empowers less contract-knowledgeable employees and partners to configure and create contracts while ensuring accuracy and eliminating bottlenecks. AI Docs, Inc. is a veteran-owned, Chicago-area company. Our AI Docs product automates the creation of contracts and sales documents such as proposals and return on investments (ROI). We strive to be the most accommodating software company that our customers work with.

senseIP streamlines the patenting process by providing a complete AI-driven solution for inventors. The platform supports everything from researching prior art and drafting patents to filing and managing patents, all without requiring legal expertise. With senseIP, users can access advanced AI tools that accelerate the patent process, offering accurate results at a fraction of the cost of traditional patent law services. The platform is trained on over 100 million patent applications globally, ensuring precise and high-quality outcomes for both startups and individual inventors.

CDK provides a unified, SOC 2-compliant dealership software solutions designed to simplify dealership operations, improve profitability and create a better customer experience across every department. Instead of relying on disconnected tools for Sales, Service, Inventory and Accounting, CDK brings everything together in one place through the CDK Dealership Xperience Platform. CDK offers six connected suites inside the Dealership Xperience Platform, each one solving for a specific area of dealership operations: • Foundations Suite: Ideal for enterprise and multistore dealers, this suite delivers advanced Accounting, DMS functionality, centralized management and CDK SimplePay for smooth deal workflows. • Fundamentals Suite: Created for independent dealerships and smaller franchise operations, the Fundamentals Suite offers streamlined core tools with the same data connectivity as the Foundations Suite. • Vehicle Inventory Suite: Uses AI and real-time market insights to help dealers source, price and manage inventory more effectively and profitably. • Modern Retail Suite: Combines CRM, Digital Retailing and F&I workflows so customers can start buying online and complete the process in the dealership without rework. • Fixed Operations Suite: Supports Service and Parts departments with communication tools like video and texting, accurate estimates and to-the-penny Service pricing. • Intelligence Suite: Brings advanced analytics, forecasting and performance visibility across departments so decision-making is faster and more data-driven. Dealers choose CDK for its ability to connect once-separate systems, support day-to-day operations, and provide measurable improvements in efficiency, profitability and customer satisfaction.