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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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Figure MarketsFigure Markets is a next-generation crypto platform that unites the best of DeFi and TradFi into one secure, transparent ecosystem. Buy, sell, and borrow crypto assets like BTC, ETH, and the SEC-registered stablecoin YLDS, all while maintaining full control with a self-custody-first model. Get $200 when you trade on the Figure Market's Crypto Exchange where it's ZERO trading fees, built on the Provenance blockchain for fast execution, deep liquidity, and decentralized custody. Need cash without selling your crypto? Instantly unlock liquidity with Crypto-Backed Loans against BTC or ETH with industry low rates starting from 8.91% APR, with no hard credit checks, no prepayment penalties, and 12 month terms. Keep your crypto, get your cash! Grow your holdings with high-yield options: Demo Prime: Earn up to 9% APY! YLDS Stablecoin: Earn 3.8% yield with the first SEC-regulated, yield-bearing stablecoin—adding trust and compliance to DeFi income. Why Figure Markets Stands Out: Zero trading fees to maximize your returns. Self-custody by design — you hold your keys, you hold your crypto. Regulatory compliance for greater security and stability. Real-world asset integration bridges blockchain with traditional finance. Instant crypto-backed loans offer flexible, non-destructive liquidity. Whether you're an investor, trader, or seeking passive income opportunities, Figure Markets offers a faster, smarter, and more secure way to manage and grow your portfolio. It's the platform where traditional finance and decentralized finance converge — putting the power back in your hands.
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PeblPebl (previously Velocity Global) gives you the power to build and manage your international workforce with confidence. As a leading Global Workforce Platform & Services provider, we combine AI-powered technology and local, in-country expertise to simplify every aspect of workforce management. From hiring and payroll to compliance and retention, we make it easy to grow your business across 185+ countries. With Pebl, you can: ● Ensure that your global operations stay compliant in every market. ● Manage your entire global workforce from a single platform. ● Scale our solutions as your business grows. ● Avoid hidden hidden fees with upfront, all-in-one pricing. ● Get peace of mind knowing your employees are taken care of by our network of in-country HR, payroll, tax, and legal experts.
What is Roundsman?
Access Roundsman, formerly recognized as Isys Roundsman, transforms wholesale distribution operations by creating an integrated system that boosts the productivity of depots, delivery drivers, and office staff, ultimately enhancing customer satisfaction. Our fully digital platform allows for the planning, management, and tracking of delivery routes and inventory movements, granting your organization greater oversight and transparency. Whether catering to a localized market or serving numerous clients across various regions, Access Roundsman presents multiple benefits for your business. By significantly reducing manual data entry and minimizing errors, optimizing delivery schedules, and efficiently managing stock levels, our Roundsman system streamlines these essential processes. Furthermore, it simplifies the acceptance of online customer orders, thus further enhancing operational efficiency. You also gain the ability to manage your inventory more responsively, which aids in cutting down on waste and storage costs while improving cash flow. With real-time updates accessible to all team members, everyone stays informed with the latest information, critical for exceptional customer service. Ultimately, Access Roundsman not only enhances operational efficiency but also significantly elevates the overall customer experience, ensuring that your business remains competitive in a rapidly evolving market. Embracing this innovative solution allows companies to adapt swiftly to changes and maintain a strong connection with their clients.
What is Pepper?
Food distributors of all sizes are increasingly relying on Pepper to improve their ecommerce solutions, thereby significantly enhancing the performance of their DSRs, marketing teams, and AR departments. By implementing customized configurations, you can empower your customers to make well-informed ordering decisions, guaranteeing that they receive precisely what they need at the optimal moment. Improve product visibility and drive order volumes by granting customers access to your complete catalog as well as exclusive offerings. The adoption of digital processes streamlines the creation and management of order guides, rendering them faster, more accurate, and exceptionally efficient. Leverage our marketing tools to hasten the sale of perishable items, boost brand awareness, draw in both new and returning clients, and ultimately drive up sales figures. Pepper's all-encompassing customer management system provides your sales team with essential insights, allowing them to close deals more quickly and confidently. Amplify the standard of customer service you offer through Pepper's tailored support and efficient communication, which in turn nurtures enhanced customer satisfaction and loyalty. By integrating these cutting-edge solutions into your operations, you will discover that both your operational efficiency and customer engagement can soar to unprecedented levels. Additionally, the positive impacts on your business can lead to sustainable growth and a stronger market presence over time.
Integrations Supported
Acumatica Cloud ERP
Aloha Cloud by NCR Voyix
Book Appointment
Crunchtime
Food Connex
FreshByte
Ignition ERP
Infor CRM
MarketMan
Microsoft Dynamics 365
Integrations Supported
Acumatica Cloud ERP
Aloha Cloud by NCR Voyix
Book Appointment
Crunchtime
Food Connex
FreshByte
Ignition ERP
Infor CRM
MarketMan
Microsoft Dynamics 365
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
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
Access
Company Location
United Kingdom
Company Website
www.theaccessgroup.com/en-gb/products/roundsman/
Company Facts
Organization Name
Pepper
Company Location
United States
Company Website
www.usepepper.com
Categories and Features
Food Service Distribution
Costing
Customer Management
Import / Export Management
Inventory Management
Lot Tracking
Order Management
Picking & Routing
Purchasing
Quotes / Estimates
Traceability
Vendor Management
Warehouse Management
Categories and Features
eCommerce
CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates
Food Service Distribution
Costing
Customer Management
Import / Export Management
Inventory Management
Lot Tracking
Order Management
Picking & Routing
Purchasing
Quotes / Estimates
Traceability
Vendor Management
Warehouse Management