
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.
Learn more
Both IT teams and end users are afflicted by password reset tickets. IT teams will often push more urgent issues down the queue to ensure that users don't have their work put on hold while their passwords reset. Password reset tickets can be costly if they aren't addressed promptly. Nearly 30 percent of all help desk tickets were caused by forgotten passwords. It is not surprising that large companies have spent more than $1 million to resolve password-related help desk requests. It is a good habit to change passwords regularly, as it helps prevent cyberattacks caused by stolen credentials. Security experts recommend that administrators ensure that users change their passwords regularly and have password expiration policies in place.
Learn more
Flex Catering
Flex is an all-in-one catering management platform designed for restaurants, caterers, foodservice operators, hospitality groups, and venues. It helps businesses manage their entire catering and off-premise operation, from online ordering and sales to event planning, production, payments, and delivery.
Purpose-built for both B2B and B2C catering workflows, Flex brings orders, events, customers, menus, production, and financial management together in one centralized system. By reducing manual administration and improving coordination across teams, Flex helps businesses save time, control costs, improve customer service, and grow catering sales.
Flex includes a fully customizable online ordering website that can be tailored to match your branding and menu structure. Customers can place orders and make secure payments online, while your team manages the complete workflow through one platform.
Key features include:
* Customizable online ordering
* Order and invoice management
* Proposals with e-signature capabilities
* Customer and company account management
* Menu and pricing management
* Gift cards
* Production and kitchen management
* Delivery management
* Food costing
* Financial and payment management
* Secure online payments
* Operational and financial reporting
* Third-party integrations
* Event management
* Venue and room bookings
Whether you manage corporate catering, drop-off orders, private events, venue bookings, or multi-location operations, Flex provides the tools needed to manage catering more efficiently from initial inquiry through fulfillment.
Book a demo today to see how Flex can simplify your catering operations.
Learn more
iVvy Venue Management
iVvy Venue Management is a Cloud-based vendor management software utilized by hotels, restaurants and other hospitality organizations that assist executives in managing space, online bookings, catering equipment, and online reservations.
iVvy Venue Management’s booking management feature allows clients to book spaces, design layout, get quotes and choose menus. In addition, the software allows clients to compare different properties and make online payments.
iVvy Venue Management’s lead management feature enables users to generate, qualify, store communication, and share quotes. Moreover, the software allows managers to automatically assign leads to team members with the help of predefined rules.
The software's email marketing feature allows organizations to design personalized emails using a drag and drop function and run email marketing campaigns. The open-rates, event click-through and bounce rates of emails are also tracked.
Learn more