ROI-Calc vs. Mainstay Advisor Value Platform

Fathom is an AI notetaking and meeting intelligence platform designed to help individuals and teams capture conversations, summarize key points, and move work forward faster. The platform records meetings, generates accurate transcripts, creates instant summaries, identifies action items, and sends updates so users can stay present during calls. Fathom supports both bot-based meeting capture and bot-free capture through its desktop app, giving users more flexibility in how they record meetings. Its AI summaries are available immediately after calls and can be tailored to team workflows and priorities. Ask Fathom lets users search across meeting history and ask questions about decisions, commitments, customer signals, risks, opportunities, and next steps. The platform also helps teams monitor key topics so important moments are easier to identify across conversations. Fathom is useful for customer calls, sales meetings, marketing discussions, customer success reviews, strategy sessions, internal syncs, and team workflows. Its integrations connect meeting notes and insights with tools such as Google Meet, Zoom, Microsoft Teams, Gmail, Slack, Salesforce, HubSpot, Notion, Asana, ChatGPT, Claude, Zapier, public APIs, and MCP workflows. Teams can use Fathom to create shared visibility across meetings so decisions and follow-through are not lost between calls. The platform supports enterprise requirements with SOC 2 Type II, GDPR, HIPAA compliance, SSO, and SCIM. By combining AI meeting notes, bot-free capture, transcripts, summaries, action items, topic monitoring, search, integrations, and compliance, Fathom helps teams reduce admin work and turn conversations into measurable progress.

Canopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.

Onetrace is a connected workflow for subcontractors, bringing job planning, site evidence, and compliance sign-off into one place, from first visit through to handover. Rather than chasing spreadsheets, paper forms, and separate apps, teams get documentation that's ready for clients, main contractors, and regulators. It's construction management software built around how subcontractors actually work. Fire protection contractors use Onetrace as fire protection software, attaching photos, approval forms, and sign-offs to the relevant job and location, so proving a compliant installation takes minutes, not a search through old files. It's also used across drylining, roofing, and M&E work, with live oversight of projects, timesheets, and progress. Practical tools include customisable forms, drag-and-drop scheduling, GPS time-tracking, cost calculation, and drawing markups with photo evidence, all from a mobile device on site.

ThriveSparrow serves as an innovative employee experience platform designed specifically for HR professionals, centering around the viewpoint of employees. Its primary goal is to cultivate a work environment that fosters both employee satisfaction and organizational success, effectively creating a thriving ecosystem. What sets ThriveSparrow apart is its ability to blend user experience with actionable insights and comprehensive engagement features that address the needs of the workforce. At the heart of ThriveSparrow is the engagement surveys module, which provides a diverse array of customizable options, such as wellness and pulse surveys, allowing HR teams to track employee engagement and happiness with precision. Additionally, its Kudos module goes beyond a basic recognition platform by integrating employee performance metrics, thereby offering a complete perspective on each individual’s contributions within the organization. Highlighted features include a heatmap that displays employee engagement scores and an analytics dashboard that provides actionable insights, both of which are instrumental in shaping a positive workplace culture. Furthermore, ThriveSparrow’s holistic approach ensures that every facet of employee experience is considered, promoting not just satisfaction but also long-term commitment and growth within the organization.

Nasdaq Metrio serves as a sustainability reporting platform designed to assist businesses regardless of their progress in the ESG landscape. By integrating thorough data gathering, monitoring, and management with precise emissions assessments and verification, it creates a robust solution for sustainability reporting. Furthermore, it boasts an extensive repository of metrics sourced from multiple rating and ranking frameworks, along with regulatory organizations, ensuring that all information is cross-referenced, de-duplicated, and made clear, accompanied by helpful guidance notes for users. This makes it an invaluable tool for organizations aiming to enhance their sustainability practices and compliance efforts.

D&B Hoovers helps sales, marketing, and revenue teams find better opportunities, engage buyers more effectively, and accelerate revenue growth. By combining trusted company and contact intelligence with buyer intent data, website engagement insights, business triggers, and AI-powered recommendations, D&B Hoovers helps organizations focus on the opportunities that matter most.   Teams use D&B Hoovers to discover new prospects, identify decision-makers, prioritize target accounts, and create more meaningful customer conversations. The platform provides a complete view of companies and buying signals, helping users understand who to engage, when to engage, and why an opportunity deserves attention.   Backed by the Dun & Bradstreet Data Cloud, D&B Hoovers delivers trusted business intelligence across millions of companies and contacts worldwide. Users can leverage advanced prospecting tools, account insights, market intelligence, and real-time business events to support more informed sales and marketing strategies.   By reducing manual research, improving account prioritization, and helping organizations act on buying signals faster, D&B Hoovers enables teams to increase productivity, improve pipeline quality, and drive more predictable revenue outcomes.

Screencapt provides the capability to capture either the full screen or a designated area, as well as the option to record a particular window, making it an exceptionally versatile screen recorder. Its integrated audio recording feature allows you to seamlessly incorporate voiceovers or system sounds into your recordings, which is especially beneficial for creating instructional videos or engaging presentations. An additional standout feature of Screencapt is its ability to record from a webcam, enabling users to include their personal commentary and reactions, thereby enhancing the overall quality and professionalism of the recordings. Furthermore, Screencapt presents advanced functionalities for cursor recording, including options to obscure the cursor or apply special effects that emphasize particular actions, which is invaluable for producing clear and effective software tutorials. This comprehensive set of features ensures that users can create polished and engaging content with ease.

CTM is an AI-powered conversation intelligence, call tracking, and customer engagement platform developed to help organizations connect marketing activities with customer interactions and revenue generation. Originally known as CallTrackingMetrics, the platform combines marketing attribution, communication management, lead nurturing, and contact center capabilities within a unified system. Its call tracking functionality uses dynamic number insertion and dedicated tracking numbers to identify which advertisements, keywords, websites, and campaigns generate inbound phone calls. The software also captures text messages, web form submissions, and chat interactions to provide visibility into customer engagement across multiple communication channels. Conversation intelligence tools use artificial intelligence to transcribe recordings, summarize discussions, evaluate customer sentiment, identify important topics, and score interactions. Its AskAI functionality allows users to investigate conversation data and extract insights about customer needs, objections, and purchasing behavior. CTM VoiceAI provides automated voice agents that can answer calls, qualify leads, schedule appointments, and direct callers to appropriate employees or departments. Intelligent routing capabilities distribute incoming inquiries based on factors such as location, availability, agent skills, customer history, and custom business rules. Workflow automation enables organizations to trigger follow-up messages, internal notifications, CRM updates, and advertising conversion events using customer interaction data. Reporting tools include real-time activity dashboards, campaign performance analysis, advertising return on investment, agent productivity monitoring, and customizable reports for businesses and marketing agencies. CTM supports integrations with Google Ads, Google Analytics, HubSpot, Salesforce, and other business applications while providing APIs, webhooks, and white-label options.

NaviPlan® 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.

Fixed Asset Pro is an all-inclusive and cost-effective software solution designed for fixed asset depreciation management. It caters to small and medium-sized enterprises, organizations, and accounting professionals seeking to enhance their depreciation tracking, generate insightful reports, and move away from the complications associated with spreadsheets and outdated software systems. - There are no restrictions on the number of assets or entities that can be managed. - The system supports both Book and Tax depreciation with 68 different methods across 6 distinct books, accommodating half-year, mid-month, and mid-quarter conventions, along with options for Bonus and Section 179 deductions, among others. - Users can monitor assets and their depreciation throughout the entire fixed asset life cycle, from Construction in Progress (CIP) to final disposal. - The platform helps maintain an accurate inventory of all assets. - It offers comprehensive reporting tools tailored for accounting, tax, and management purposes. - The software is regularly updated to comply with the latest changes in tax and accounting regulations. By optimizing workflow processes, users can keep precise asset records throughout their entire lifecycle, ensure maximum tax benefits, generate current reports, and avoid the frustrations of spreadsheet management. Additionally, Fixed Asset Pro enhances efficiency and accuracy in financial reporting, making it an essential tool for businesses looking to simplify their asset management.