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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Everstage
Everstage is the leading Sales Commission Software that helps you drive the right business outcomes through incentives.
Sales commissions, despite being a large business expense, is often a revenue lever that is not utilized to its full potential. Everstage helps you up-level your incentive program and drive profitable growth.
Everstage is a trusted ICM for public companies and enterprises worldwide- across industries like SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, Staffing and more.
Rated as #1 sales compensation management software, Everstage helps businesses streamline commission administration, boost sales performance and improve ROI with actionable insights.
Top features: No-code plan designer, detailed commission statements, advanced commission forecasting, quota management, queries & approval workflows, deferred commissions (ASC606), BI-powered reporting, and more.
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Smart Inventory Planning & Optimization
Smart Software is a leading provider of demand planning, inventory optimization and supply chain analytics solutions headquartered in Belmont, Massachusetts, USA. Founded in 1981 Smart has helped thousands of customers plan for future demand utilizing industry-leading statistical analytics. Smart Inventory Planning & Optimization (IP&O) is the company’s next-generation suite of native web applications, helping inventory carrying organizations reduce inventory, improve service levels and streamline Sales, Inventory, and Operations Planning.
Smart IP&O, hosted on Amazon Web Services, is a Digital Supply Chain Platform driving three applications: demand planning, inventory optimization, and dashboard reporting. Smart IP&O functions as a transparent extension of our customers’ ERP systems of choice, receiving daily transaction data and returning forecasts and inventory policy values to drive replenishment and production planning.
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