Compare Mainstay Advisor Value Platform vs. ValueCore

SuiteMaster – Modular ERP & CRM to Power Business Growth SuiteMaster is a cloud-based, modular ERP system built for small and mid-sized companies that want to run their entire business from one platform. Its flexible design lets you start with the essentials and expand as your needs grow—choosing from a wide range of integrated modules like CRM, Marketing Automation, HR, Accounting, E-Commerce, Inventory, Manufacturing, Project Management, and many more. Each module works seamlessly with the core platform, helping you eliminate the headaches and costs of disconnected tools. Real-time data sharing keeps every department aligned, whether your team is in the office or remote. With SuiteMaster, you can improve collaboration, automate routine tasks, and make faster, more informed decisions. The platform can be fully customized—from workflows and reporting to user interfaces—so it fits the way your organization operates. For partners, consultants, and resellers, SuiteMaster’s white-label program makes it easy to offer a complete ERP solution under your own brand. Ideal for industries as varied as manufacturing, retail, professional services, non-profits, education, and beyond, SuiteMaster delivers enterprise-grade functionality without the high costs—helping businesses work smarter, grow faster, and stay competitive.

Collect! is the flexible and scalable debt collection software built to automate your workflow. From startup to enterprise, we have the solution for you. Collect! was built for 3rd party collection agencies, debt buyers and 1st party collectors of all sizes. Collect! is built to be configured for your needs. Use Collect!'s many settings and options to create the workflow your want. Collect! comes pre-set for 3rd party debt collection processes. Adapt as little or as much as you want. Collect! is integrated with an ever-increasing number of other systems, and building white label add-on programs. Collect! is scalable. Start where you need - change editions and add seats as you grow. Configurations and customizations are retained through updates, upgrades and edition changes. Collect! is packed with features. Automate your system from first contact to last payment. Enable consumers and clients to self-serve. Use Collect!'s robust import functions, user permissions, reporting tools, account segmentation, credit bureau reporting, forms and document attachments, legal features and more to create your bespoke collection system.

TrueLoyal is the only AI-powered loyalty solution designed to unify consumer engagement across complex sales channels. By combining advanced personalization, predictive insights, and omnichannel connectivity, it empowers brands to build meaningful, lasting customer relationships. Its platform supports a wide range of loyalty strategies, including referrals, gamified streaks, communities, receipt scanning, and user-generated content campaigns. With dozens of pre-built integrations and an open API framework, TrueLoyal connects seamlessly with eCommerce stores, point-of-sale systems, CRMs, and marketing platforms. Businesses benefit from expert consulting services to design loyalty programs that maximize ROI and meet industry-specific needs. Real-world results include case studies showing up to 154% increases in repeat revenue, 132% improvements in NPS, and measurable boosts in retention. By combining strategic consultation with scalable AI tools, TrueLoyal eliminates silos and provides a holistic view of the customer journey. The platform is trusted by global consumer brands to drive loyalty, advocacy, and growth in today’s competitive landscape.

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.

Nexo is a premier digital assets wealth platform designed to empower clients to grow, manage, and preserve their crypto holdings. Our mission is to lead the next generation of wealth creation by focusing on customer success and delivering tailored solutions that build enduring value, supported by 24/7 client care. At Nexo, we understand that building wealth isn’t one-size-fits-all. That’s why we give you the power to choose how your assets grow. Whether you value flexibility or want to lock in higher returns, Nexo puts your goals in your hands. Earn daily compounding interest on your crypto and stablecoins with Flexible Savings. Spend, trade or withdraw them anytime, while you enjoy up to 14% annual interest. Go for the long-term and earn as high as 16% annual interest with Fixed-term Savings. Your crypto deserves to grow alongside your ambitions. At Nexo, we also believe in empowering you to make the most of your portfolio. Why sell your digital assets and miss on gains, when you can leverage them? With Nexo’s crypto Credit Line, you can unlock liquidity without selling a single coin. Grow your buying power and enjoy rates as low as 2.9%. Build your wealth, your way with Nexo.

Streamline your best practices, processes, and standards to support your proposal creators, sales personnel, and subject matter experts. Rest assured, the user-friendly design ensures that they will embrace it effortlessly. We would be delighted to assist you in measuring the potential impact your organization could achieve by investing in Expedience Software. Click here to initiate a Return on Investment (ROI) assessment. During this brief 15-minute session, we will ask you 20 straightforward questions to evaluate and score the quality and scalability of your existing proposals. Relying on manual proposal processes may be costing you significantly more than you think, as these outdated models not only waste valuable time but also diminish the productivity of proposal writers, sales team members, senior staff, and subject experts. The most effective proposal software integrates with the most advanced Generative AI available. Expedience automates your proposals within the platforms your team currently utilizes—Microsoft Word. This integration has become even more powerful with the introduction of Microsoft Copilot, the leading AI solution for crafting sales proposals. By harnessing this synergy, you can elevate your proposal creation process to new heights of efficiency and effectiveness.

CrankWheel allows you to share your screen while on a call. This makes it easy to create engaging presentations. You can send a link via email or SMS to the viewer and they will be able to view it in any browser on any device. CrankWheel was designed for simplicity and can be shared with customers to facilitate business deals. CrankWheel can be used to complement calls from insurance agents, mortgage advisors and solar advisors as well as educators and customer support specialists. CrankWheel is easy to integrate with websites and allows users to add a Demo button to receive quick notifications. We can show you if they are paying attention. Our Chrome Extension has enabled over 50,000 users to share their screens with prospects, regardless of their technical skills or device choice. CrankWheel can be used on old browsers and obscure devices, even with poor network connections. It works on Mac, Android, iOS, Blackberries, Internet Explorer, and Android.

BLAZE is a cannabis software suite that provides best-in-class tools to dispensaries and delivery services. Our software suite is a robust solution to streamline operations, simplify inventory management, and automate state compliance reporting. BLAZE simplifies tech with an easy-to-use web-based cannabis POS system and an enterprise-level dashboard that has flexible hardware compatibility. Our complete suite of tools allows dispensary employees increase sales, run promotional campaigns, process transactions, and ensure that your business is operating at maximum efficiency while optimizing customer service. The industry's best cannabis software. It has been tested and is loved by the industry. You can increase your sales, customer retention, or improve your service quality overnight. BLAZE®, provides the data, insights and tools that you need to grow your cannabis business while remaining profitable.

Labra offers an AI-powered solution for businesses in the cloud ecosystem, enabling rapid go-to-market deployment with minimal engineering effort. The platform automates key aspects of the GTM process, such as listing solutions on major cloud marketplaces (AWS, Azure, Google Cloud), co-selling, and CRM synchronization. Labra reduces manual work and internal bottlenecks, helping sales teams close deals faster and increase revenue. It also empowers businesses to form stronger partnerships with cloud providers and channel partners, enhancing visibility and generating more qualified opportunities for sustained growth. By providing a centralized platform for GTM activities, Labra helps businesses manage relationships, streamline communication, and optimize performance. The system's ability to integrate seamlessly with existing tools further reduces the complexity of managing cloud sales and marketing efforts.

DoctorConnect is a trusted leader in patient engagement solutions, proudly serving the healthcare industry for over 25 years. We help medical practices of all sizes streamline communication, automate routine tasks, and improve the overall patient experience. From solo practitioners to large health systems, thousands of providers nationwide rely on our customizable tools to reduce administrative burden, decrease no-shows, and drive stronger revenue. Our platform is built for real-world healthcare operations—scalable, intuitive, and designed to integrate directly with hundreds of EMR and Practice Management (PM) systems. Whether you're looking to modernize appointment scheduling, automate reminders, or collect actionable patient feedback, DoctorConnect provides an end-to-end solution tailored to your workflow. With a focus on flexibility and results, we empower clinics to save time, enhance patient satisfaction, and operate more efficiently without disrupting existing systems.