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Ratings and Reviews 0 Ratings
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NaviPlanNaviPlan® utilizes the most precise calculation engine in the financial planning sector, allowing firms to customize their services for a diverse client base, ranging from individuals who need simple goal-oriented assessments to those who demand complex cash flow evaluations. Whether it involves setting straightforward objectives or developing sophisticated retirement income strategies and estate plans, NaviPlan equips financial advisors with essential tools to support every client who seeks their expertise. By leveraging accurate calculations across a multitude of scenarios, the platform addresses various areas including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow oversight, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning component of NaviPlan, grounded in this exceptional calculation engine, offers advisors a suite of comprehensive tax tools that incorporate forecasts for both federal and state taxes, allowing them to cater to the varied demands of their clients effectively. This adaptability not only enhances the service capabilities of financial professionals but also positions NaviPlan as a crucial asset in the realm of financial advisory services, demonstrating its significance in helping advisors navigate the complexities of client needs. Ultimately, NaviPlan stands out as an essential tool that empowers advisors to deliver tailored financial solutions with confidence and precision.
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AwardcoAwardco's employee rewards and recognition platform builds culture, incentivizes performance, and powers modern engagement strategies. With the largest reward network in the world and the most customizable and flexible employee recognition solution in the industry, Awardco is the leader in employee recognition and rewards.
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MotivosityMotivosity is a people-first Recognition and Rewards software that helps unify your company and engage employees by fostering a culture of gratitude and social connection. By building an engaging experience around community and connection, Motivosity encourages teams to recognize and reward each other frequently, creating a positive and supportive workplace culture. Through the platform, employees feel valued and appreciated, which leads to greater job satisfaction and a more collaborative atmosphere. In addition to recognition, Motivosity provides leaders with valuable, actionable insights into employee performance and engagement, allowing for continuous improvement and better alignment with company goals. The software allows businesses to track employee recognition trends, identify top performers, and address any gaps in engagement, ensuring that all employees are motivated and aligned with the company’s vision. By promoting frequent acknowledgment and rewarding behaviors, Motivosity helps boost retention rates, improve productivity, and enhance overall team morale, ensuring long-term success for your organization.
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Zil MoneyZil Money provides a variety of payment solutions to enhance financial management for businesses. With the option to pay by credit card, users can utilize their cards even when vendors do not accept them. The platform allows for both one-time and recurring ACH/RTP payments with just a single click, streamlining the payment process significantly. Wire transfers can be conducted electronically, moving funds seamlessly between financial institutions. Users can also manage their bills online, scheduling payments to suppliers while minimizing financial risks. Additionally, Zil Money offers the ability to digitize traditional paper checks, allowing payments to be sent via email or text message. The service integrates smoothly with existing accounting and payroll software, ensuring a cohesive financial ecosystem. Opening an online bank account with ZilBank.com allows users to further simplify their payment management while saving time and resources. Check printing is made easy with a drag-and-drop feature for instant creation and compatibility with any printer. For customer convenience, businesses can create and send secure payment links to facilitate online transactions effortlessly. Moreover, the platform empowers companies to fund their payroll using credit cards, alleviating cash flow issues during payday, preserving cash reserves, and even earning rewards in the process. With these diverse payment options, Zil Money is positioned as a comprehensive solution for modern business financial needs.
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INTOOINTOO is a global leader in outplacement, trusted by 25,000+ companies for 30+ years to guide their people through workforce change. Our award-winning career transition program blends unlimited 1:1 coaching with innovative, user-friendly technology—helping employees to land 2.5x faster than the national average, with a 97% satisfaction rating. We deliver services in 130+ countries and 40+ languages, and we partner with leading HR teams, delivering real-time program insights, global scalability, and comprehensive support. Our brand promise is simple: We care more—about your people, your results, and you. Our outplacement programs offer: - Career coaching 7 days a week, available on-demand, for strategic guidance on LinkedIn branding, networking, preparing for interviews, job search strategies, and more - A dedicated resume coach for resume review to maximize applicant tracking system (ATS) visibility - Live daily coaching webinars on a variety of relevant job search topics - A custom action plan and tracking tools to effectively manage target jobs - and more
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MartusMartus Solutions provides an effective platform for budgeting, reporting, and forecasting specifically designed for nonprofits and small to mid-sized enterprises (SMBs). Say goodbye to the complexities of spreadsheets as Martus simplifies your financial management processes. Our user-friendly tools facilitate collaborative budgeting and detailed personnel planning, empowering your organization to confidently make data-driven decisions. With Martus, teams are equipped to operate more efficiently, thanks to real-time data access, customizable reports, and automated workflows that enhance your budgeting and forecasting capabilities. This platform offers essential insights into your organization’s financial status, paving the way for strategic growth and alignment with your mission. Featuring quick implementation, smooth ERP integration, and an easy-to-navigate interface, Martus not only boosts efficiency but also delivers significant value. Numerous organizations have already reaped the benefits of Martus, witnessing a transformation in their financial management practices—enhancing transparency, fostering accountability, and ensuring accuracy in their financial operations, all while remaining budget-friendly. By choosing Martus, you position your organization for long-term success in financial stewardship.
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RipplingRippling simplifies human resources, payroll, IT, and expense management for companies operating on a global scale. With ease, you can oversee the complete employee lifecycle, encompassing everything from recruitment to benefits management and performance evaluations. It offers automation for HR processes, eases the approval workflow, and guarantees adherence to regulations. You can also control devices, manage software access, and monitor compliance, all from a single dashboard. With timely payroll processing, effective expense tracking, and adaptable financial policies, you can save time, lower expenses, and boost overall efficiency in your organization. Discover the advantages of integrated management solutions with Rippling and transform the way your business operates today.
What is Mariner Financial Wellness?
Mariner Financial Wellness provides an employee-centric financial wellness platform aimed at alleviating the top source of employee stress—financial insecurity—through a combination of educational content, digital tools, and expert coaching. The platform supports employees at every stage of their financial journey, whether they are managing debt, saving for goals, or simply seeking better money management skills. It offers personalized financial education, a clean and easy-to-use budgeting tool, and goal tracking to empower employees to take control of their finances. One-on-one coaching by licensed financial professionals is available to guide employees through tailored financial plans and live support via email, phone, or video calls. Employers gain access to a comprehensive dashboard that tracks employee engagement, financial health improvements, and program ROI, allowing data-driven decisions to support workforce well-being. The platform’s onboarding is fast and painless, requiring less than ten minutes to set up, including uploading employee rosters and customizing rollout communications. With transparent pricing and two plan options, Mariner Financial Wellness makes financial education accessible to companies of all sizes without hidden fees. Privacy and security are core to the service, ensuring employee data remains confidential and never used for marketing purposes. Trusted by clients such as Teach for America and EnergyBBDO, the platform has demonstrated strong outcomes in improving employee productivity, reducing financial stress, and enhancing retention. Mariner Financial Wellness empowers companies to support their workforce’s financial health, creating a more engaged and stable workplace.
What is HoneyBee?
Fostering financial inclusion and promoting overall well-being in the workplace is crucial, as employees exhibit a wide range of financial literacy and come from various socioeconomic backgrounds. HoneyBee provides vital assistance to workers and their families as they traverse their financial paths. Through the nation’s first no-cost rainy day fund, every employee, regardless of their credit history, gains the ability to manage unforeseen expenses more effectively, mitigate debt, and work towards achieving their savings goals. Our dedicated team of financial experts provides non-judgmental guidance, aiding employees and their families in crafting customized strategies that reflect their financial aspirations. Understanding that personal finance education is frequently neglected in conventional schooling, we offer an engaging series of educational webinars aimed at equipping employees and their children with crucial financial skills. Notably, an impressive four out of five employees have participated in the financial wellness programs made available by their employers, underscoring the significance and impact of such initiatives. By placing a high priority on these programs, companies can cultivate a workforce that is not only more financially stable but also better informed about their financial choices and future. This commitment to financial literacy can lead to enhanced employee morale and productivity in the long run.
Integrations Supported
Bask
Cleo Integration Cloud
Diffblue Cover
IntelliJ IDEA
Parasoft
Qodana
RunCode
SEA Manager
Selenic
SimpleCov
Integrations Supported
Bask
Cleo Integration Cloud
Diffblue Cover
IntelliJ IDEA
Parasoft
Qodana
RunCode
SEA Manager
Selenic
SimpleCov
API Availability
Has API
API Availability
Has API
Pricing Information
$2500/year
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Mariner Financial Wellness
Date Founded
2015
Company Location
United States
Company Website
www.marinerfinancialwellness.com
Company Facts
Organization Name
HoneyBee
Date Founded
2016
Company Location
United States
Company Website
meethoneybee.com