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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Planview AdaptiveWork
Planview AdaptiveWork, previously known as Clarizen, empowers PMOs and professional services teams of various sizes to achieve instant visibility across their operations, streamline workflows, proactively address potential risks, and enhance overall business outcomes.
By aligning with the company’s strategic objectives, organizations can maximize workforce effectiveness, ensuring that teams concentrate on delivering the most critical tasks timely. It facilitates the tracking, management, and prioritization of work requests, guaranteeing that each request automatically encompasses all necessary information for execution. With bi-directional integration with your CRM and custom triggers in place, opportunity details can be effortlessly captured to aid in planning client projects. The platform automates and governs the various phases of the request lifecycle, including submission, scoring, prioritization, routing, and approval, thereby streamlining the pathway for converting requests into actionable projects, tasks, or work items. This comprehensive approach not only boosts efficiency but also fosters a culture of accountability and transparency within the organization.
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AgilityInsights
AgilityInsights is a transformation and strategy execution platform that helps enterprises improve agility, operational alignment, and business performance through a combination of AI technology and expert advisory services. The platform is designed to connect strategy, execution, governance, team structures, and organizational maturity into a single integrated ecosystem. Businesses use AgilityInsights to address common enterprise issues such as slow execution cycles, disconnected departments, change resistance, limited planning visibility, and data fragmentation. Its AI-powered capabilities include real-time performance monitoring, OKR tracking, maturity assessments, capacity planning, and intelligent recommendations through the AskAI for Outcomes feature. The company supports organizations by implementing agile operating models, restructuring teams, and creating outcome-driven delivery frameworks that improve speed and accountability. AgilityInsights also provides coaching, leadership development, and internal enablement services to help companies build sustainable transformation practices. The platform includes a Growth Portal that delivers scalable learning experiences and self-guided training programs to reinforce agile methodologies across organizations. Case studies highlight measurable improvements in agility, throughput, productivity, and ROI for global enterprises across industries such as banking, retail, and healthcare. By combining advanced AI tools with strategic consulting expertise, AgilityInsights enables enterprises to execute business strategies with greater clarity, collaboration, and measurable impact.
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Tempus Resource
Tempus Resource's What-If scenario planning allows you to create real options by simulating the impact of a variety of changes to your project portfolio. You can improve your decision-making by understanding the real-time effects of different resource decisions and scenarios on project portfolio.
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