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Ratings and Reviews 0 Ratings
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FloatFloat is the #1 rated resource management software that gives 4,500+ teams the essential data and context they need when resourcing client work. Success in professional services isn’t just about assigning work: it’s building the high-performing teams who deliver it. With Float, you can make smarter resourcing decisions and adapt work as it shifts to build a winning team for every job. ✔️ Allocate the right people to the right work: centralize your resourcing and build teams for compatibility & chemistry. ✔️ Get the right context to make informed decisions: identify clear and actionable next steps to draw connections between resourcing and profitability ✔️ Plan client work the right way: Align project needs with reality by assessing team capacity, budget, and costs to make informed decisions for strong project health.
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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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SBS Asset FinanceThe SBS Financing Platform stands out as a premier ecosystem comprised of cloud-based, evergreen software applications. This platform empowers financial institutions and lenders of all sizes and locations to offer outstanding customer experiences across various asset types and commercial lending scenarios. With over four decades of expertise in the finance sector, our modular solutions ensure a smooth digital experience for both clients and their customers. Additionally, these solutions facilitate a swift time-to-market and a quick realization of value, ultimately enhancing customer satisfaction and driving profitability. Moreover, the platform's adaptability makes it suitable for evolving market demands, ensuring that users can stay ahead in a competitive landscape.
What is PLACE?
PLACE serves as a dynamic platform that provides a wide array of real estate services and technological assistance, empowering top-tier real estate teams across different brokerages. It features a rich set of tools, including a sophisticated customer relationship management system, lead generation websites, transaction management solutions, and automated marketing services. In addition to these core functionalities, PLACE also offers support in finance, human resources, legal matters, recruiting, and training, enabling real estate professionals to enhance their operational efficiency and increase profitability. The platform is further enhanced by Gabbi, an AI-powered assistant that enhances client engagement through tailored responses, effective data management, and seamless communication. By integrating these diverse resources into a single platform, PLACE aims to streamline operational processes, expedite transaction closings, and promote the growth of real estate businesses. This holistic strategy not only boosts productivity but also equips real estate teams to achieve enduring success in a highly competitive environment, ensuring they remain at the forefront of industry advancements and client satisfaction. Ultimately, PLACE is dedicated to transforming how real estate professionals operate and thrive in their respective markets.
What is Ambivo?
Stay organized by effectively managing your appointments and reminders. Enhance engagement with your leads while fostering accountability among your team members. Utilize the power of AI to improve your emails, notes, and interactions with clients. Ambivo stands out as a reliable resource for business owners dedicated to nurturing a thriving environment for their teams. Enjoy the ease of an all-in-one solution that facilitates your operations. Achieve greater success in closing deals with our cutting-edge CRM technology. Make room for more vacations by optimizing your workload through a robust automation system. Refine your business processes and enhance your CRM with our AI-driven empowerment suite. Gain valuable insights into client nurturing, closing deals, and maximizing profits with expert guidance. Streamline communication and automate your tasks with ease. Capture leads efficiently through our customizable widgets. Access essential insights with our versatile reporting tools. Ambivo is the top choice for business owners looking to develop a successful venture for their teams. Moreover, Ambivo provides specialized modules tailored specifically for the real estate and insurance brokerage industries, offering dedicated support for each unique sector. This ensures that your business receives the precise tools and resources it requires to excel.
Integrations Supported
API Availability
API Availability
Has API
Pricing Information
Free
Free Version
Pricing Information
$29.99 per month
Supported Platforms
SaaS
iPhone
Mac
Supported Platforms
SaaS
Customer Service / Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Training Options
Documentation Hub
On-Site Training
Company Facts
Organization Name
PLACE
Date Founded
2020
Company Location
United States
Company Website
place.com
Company Facts
Organization Name
Ambivo
Company Location
United States
Company Website
www.ambivo.com
Categories and Features
Real Estate
Not specified
Real Estate Agency
Not specified
Categories and Features
CRM
Not specified