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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.

BambooHR® is a leading HR software solution built for small and medium-sized businesses, offering a secure, all-in-one platform that centralizes employee data and streamlines HR processes. It integrates seamlessly with your existing IT stack and automates administrative tasks, so you can save time and focus on strategic people priorities. • Seamless Integration: Connects with existing systems via open API and 150+ pre-built integrations. • Automated Workflows: Eliminates manual HR tasks with automation across recruiting, onboarding, time-off, and payroll. • Secure Architecture: Protects sensitive data with enterprise-grade security and compliance safeguards. • Data-Driven Insights: Provides real-time reports and analytics to measure HR productivity and inform decisions. • Unified HR Suite: Covers all core HR areas (hiring, onboarding, payroll, benefits, performance management, and time tracking) in one platform. • Intuitive Experience: Features an easy-to-use interface and self-service tools to boost employee experience and adoption.

OrangeHRM delivers a world-class HRMS experience, empowering you to become the HR hero your organization needs. From automating manual tasks to overseeing the entire employee lifecycle, our platform provides every tool necessary to help your team excel. Today, thousands of businesses globally rely on OrangeHRM as their primary HR management solution. Scalable for any stage of growth, from agile startups to global enterprises, our software streamlines HR operations through a robust suite of capabilities, including: -HR Administration -Employee Management -Reporting & Analytics -Mobile App -Recruitment -Onboarding -Request Desk -Leave Management -Time and Attendance -Roster -Performance Management -Career Development -Training -Surveys -Employee Voice -Discipline Whether you prefer cloud-based or on-premise hosting, OrangeHRM ensures your HR automation is simple, secure, and highly efficient.

10Duke Enterprise is a cloud-based, scalable and flexible software licensing solution designed to enable software vendors to easily configure, manage and monetize the licenses they provide to their customers. 10Duke Enterprise enables you to gain a single point of license control for desktop, SaaS, and mobile apps, APIs, VMs and devices. It’s cloud-native, supports all license models, integrates with CRM & Ecommerce, has a built-in Customer Identity Management solution, and supports offline scenarios. 10Duke Enterprise is used by SMBs and Fortune 500 customers alike, and is SOC 2 compliant. 10Duke Enterprise is used across a wide range of industries by the fastest-growing software vendors that offer desktop, SaaS and mobile apps, devices, APIs and VMs. It's specifically designed for fast-growing software businesses looking to scale up licensing & minimize friction. › Unlock 15-30%+ revenue from your existing customers › Prevent revenue leakage by means of a real-time licensing and access control solution › Vastly reduce internal license admin costs (up to 70%) › Improve how your customers can trial and access your products › Learn how and when your customers are using your licenses and product features to help drive license sales › Prevent revenue leakage by means of a real-time licensing and access control solution › Integrate with 3rd party systems like CRM & ecommerce

TimeControl is a timesheet system that can be used for both finance and project management. TimeControl was designed to serve multiple purposes at once. TimeControl tracks time task-bytask and project-byproject. Despite its project-based controls it is still a financial timesheet that meets all the requirements of payroll, human resource, billing, and finance. TimeControl is available for subscription in the cloud and for purchase for an installation on-premise. It includes both a browser interface as well as the TimeControl Mobile App for iOS or Android.

Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.

Rippling streamlines HR, payroll, IT, and spend management for global businesses. Effortlessly manage the entire employee lifecycle, from hiring to benefits administration to performance. Automate HR tasks, simplify approvals, and ensure compliance. Manage devices, software access, and compliance monitoring all from one dashboard. Enjoy timely payroll, expense management, and dynamic financial policies, empowering you to save time, reduce costs, and enhance efficiency in your business. Experience the power of unified management with Rippling today.

Connecteam is an all in one employee app that was specifically designed for non-desk employees. It provides all the necessary capabilities to manage and operate field employees, including communication features, workflows and scheduling, as well as time clock. Just a few clicks and you can bring together your deskless workforce. Your desktop Launchpad allows you to collaborate, manage operations, develop professional skills, and monitor employee engagement. In minutes, you can create a fully-branded mobile app for your company. You can add safety checklists, orientation courses, product catalogues, and shift management to your mobile app. Or, you can customize the features to suit your needs. You can also gain insight into how your team interacts with company assets and take steps to improve efficiency. Connecteam allows managers and employees to automate their processes and allow them to focus on growth. Integrations include Google Calendar, Gusto, QuickBooks Payroll, Xero and others.

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. Planfix’s platform combines task and project management, CRM, sales, marketing, production, logistics, support service, accounting, and HR in one full-featured solution. Data is seamlessly transferred from one team to another - for example, a transaction at the implementation stage becomes a project and then is transferred to support. Planfix is equally well suited for businesses and non-profit organizations, public associations, or any other group of people working towards a common cause. Trusted by 7724 companies, automates business workflows of more than 68 000 users.

Project Insight is a project and portfolio management software for growing companies. It centralizes project data from across expanding teams and multiplying software systems to streamline workflows, automate processes, and help you make confident, data-driven decisions about your business. Project Insight also empowers you to manage work at the project, program, and portfolio levels–simultaneously. Identify priorities and keep work aligned with strategic objectives. Track cross-level progress, resources, budgets, and risks & take immediate action from a centralized hub that automatically notifies teams of adjustments. Integrate & sync project data between the software tools you are already using like Azure DevOps, Jira, Microsoft Project, and ServiceNow. Optimize cross-team workflows, reduce double-entry, and get a clear picture of capacity, progress, budgets, and risks across your organization.