NaviPlan
Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies. NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client.
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Collect!
Collect! is a highly configurable debt collection software serving collection agencies, debt buyers, law firms, government, healthcare providers, educational institutions, property managers and other creditors. Collect! offers good value for startups and full functionality for large agencies.
Built for flexibility, Collect! offers configurability and features to enable users to automate and track contacts and payments, manage judgments, manage sales, communicate from the system, create payment plans, report to bureaus and manage month-end reporting. Importantly, configurations and customizations remain available through updates, upgrades, and moving to larger editions.
Features and tools include robust import-export functions, large set of stock reports and letter templates, report generator tool, account segmentation tool, flexible trust accounting, account level forms and document attachments, consumer portal, client portal, reporting dashboard, HIPAA and SOC 2.
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Upmetrics
Upmetrics is AI-powered business plan software that simplifies planning for entrepreneurs and small business owners.
Its AI Assistant helps generate, rewrite, shorten, expand, and adjust content with ease.
The platform offers step-by-step guidance, 400+ sample plans, and automated financials to create polished, investor-ready business plans.
Beyond planning, Upmetrics supports financial forecasting, budgeting, and decision-making to fuel growth. Used by 110K+ entrepreneurs worldwide, it enables collaboration with remote teams, streamlines strategy development, and helps track projects effectively.
With customizable tools, you spend less time planning and more time driving business success.
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