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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We are a veteran owned business with over 70% veteran workforce, owned and run by former Navy SEALS. We are also a proud Official Partner of the Navy SEAL Foundation and an Executive Sponsor of the SEAL Legacy Foundation.
•Trident 1 is an industry-leading point of sale solution that helps gun stores monitor retail operations, process payments, manage customer relationships, and more.
• Trident 1 is the premier provider of the first all-in-one FFL software designed specifically for the firearms retail industry.
• Trident 1 streamlines and consolidates ALL systems into a single solution to save you time and money, and allow you to focus on giving your customers what they need.
• Trident 1 is a cloud-based software that can be accessed from anywhere on any device.
• We specialize in retail sales, range management, compliance, industry leading integrations, secure payment processing, and excellent US based customer service.
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Constant Contact Lead Gen & CRM
Constant Contact provides small businesses with powerful tools that simplify and amplify digital marketing. Constant Contact Lead Gen & Salesforce (formerly SharpSpring), is a marketing platform that helps businesses grow their sales pipeline, nurture leads, and close more deals. Our tools will help you attract the right leads and nurture them with personalized content to grow your business.
Attract
Hot leads can be obtained faster via email and social marketing. Score leads based on their activity, and seamlessly pass them on to sales.
Nurture
- Deliver the right message at the right time to the right people It's easier than ever to nurture leads and follow-ups with sales by using a flexible, central CRM and infinitely configurable automations.
Grow
- Manage your marketing spend more effectively with real-time analytics and insights that link it to sales results, pipeline and revenue.
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Demand.Cloud
We drive growth by implementing scalable, individualized outreach strategies to connect with your target customers, significantly increasing your sales pipeline with three times more high-quality leads, and scheduling appointments so you can dedicate your efforts to closing more deals! After completing an onboarding form, you'll gain access to a dedicated Slack channel for seamless communication with your personal Account Manager. Our dedicated team collaborates closely with you to pinpoint your ideal clientele, curate your prospect list, develop an effective outreach plan, and design tailored messaging for your campaigns. As your campaign launches, our skilled Virtual SDR team will actively engage with your desired clients through personalized interactions on LinkedIn and via email. You can monitor campaign progress, leads, conversations, appointments booked, and receive real-time performance analytics through the Demand.Cloud platform. Furthermore, as your sales aspirations expand, we can effortlessly scale your outreach efforts to ensure you stay aligned with your evolving goals. This partnership not only enhances your sales capabilities but also optimizes your overall business growth trajectory.
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