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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MindCloud
MindCloud is not only a modern iPaaS but also provides a full service solution for small and medium sized businesses that doesn't require you assigning technical staff to the project. We have over 50 pre-built connectors and can add any new software platform that has an API or allows automated import/exports.
We also support EDI and FTP integrations.
Some of our features connectors are: Salesforce, Monday.com, Hubspot, QuickBooks Desktop, QuickBooks Online, Method:CRM, Zapier, Walmart, Amazon, Overstock, Ebay, Groupon, Mercado Libre, HSN, Airtable, Google Sheets and many, many others.
Automate all of your business process with MindCloud.
Eliminate double data entry.
Integrate your business. Simplify your life.
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My PT Hub
My PT Hub, a web-based personal trainer system, allows personal trainers and fitness professionals create customized training and nutrition programs. My PT Hub integrates online scheduling, results tracking, customized branding, and provides users with a complete personal trainer management solution that tracks and records client progress. My PT Hub features include activity, assignment and feedback management, appointment booking, action planning and billing, invoicing, calendar sync and Google calendar.
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Nudge Coach
We help coaches, creators, and influencers create a customized coaching app for clients in less than a week, without having to code or break the bank.
Nudge Coach is designed to make online coaching more efficient, more effective, and more scalable. It makes it easy for you to create a coaching app that your clients will love.
* Deliver your program at scale
* Clients can personalize trackers to help them stay accountable
* Engage clients through personalized messages
* Scale programs that include social forums and challenges
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