Savvly vs. Era

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.

Kinde is auth for modern applications. Our powerful user authentication integrates in minutes and has a free tier to let you get started straight away. Every aspect of Kinde is designed to help your business grow and scale. From startup to IPO in a single platform. Authentication happens at some of the most important, and highly impactful, places in your customers' journey. Our powerful builder allows you to make sure that your pages are on brand and as beautiful as the rest of your website and product experience. Up-level your security with multi-factor authentication (MFA). Give your users access to advanced authentication options, protecting them from reused or breached passwords. Take control of user authorization and access with enterprise SSO and custom SAML so that you can support your biggest customers as quickly as possible. Manage users from one beautiful dashboard or using the API. Add and invite users, manage roles and permissions, and get a complete picture of your user activity. Complex businesses need software that reflects their structure and restricts data access to only the people who should see it. That’s why we’ve included outrageously powerful controls to help you manage your businesses, teams, and users in the most frictionless way possible. Controlling who can access which individual pieces of data and interface is critical to protecting your business and your customers. Hierarchical role-based access control is the best way to manage this. Allowing strict control and flexible assignment – aligning everything from your business view of the world right down to the code you ship to customers. Kinde was created by founders and engineers to help businesses generate more revenue, reduce costs and make lifelong loyal customers – in one place. Every day, Kinde gives our community of founders and partners across the globe, the infrastructure they need to build anything they can imagine.

BQRG's software suite offers patented tools for automated electronic design analysis and optimization to enhance your design processes: SynthelyzerTM ECAD Plugin supercharges PCB design by providing real-time stress analysis, derating, and thermal simulations, all while seamlessly integrating with ECAD systems to ensure optimal component choices and avert costly mistakes. fiXtress® stands out as a powerful asset in reliability engineering; featuring cutting-edge FMECA, stress, and failure predictions, it helps to prolong product life and reduce downtime significantly. When paired with Synthelyzer™, this combination leads to unmatched design optimization. CircuitHawk™ helps speed up time-to-market by identifying design issues at an early stage, and its sophisticated verification and stress analysis capabilities lay a solid groundwork for creating dependable products. apmOptimizer® is designed to enhance asset value and operational efficiency; through LCC analysis and predictive maintenance strategies, it helps lower costs, optimize spare parts inventory, and guarantees seamless operations. Finally, CARE® prioritizes product safety and ensures adherence to regulatory standards, providing a complete solution for compliance and quality assurance in your designs. This suite collectively transforms the electronic design landscape, making it more efficient and reliable.

Netchex is a cloud-based Human Capital Management (HCM) system that enables organizations to effectively oversee their employee lifecycle. This comprehensive platform offers a variety of features, including tools for recruiting, hiring, onboarding, payroll processing, tax compliance, human resource management, time tracking, and benefits administration. Accessible from any internet-connected device, Netchex allows users to manage their workforce effortlessly and efficiently. With its advanced applicant tracking and onboarding capabilities, Netchex simplifies the hiring workflow for users. The recruiting module facilitates the identification and assessment of suitable candidates, enabling background checks, offer letter generation, CV archiving, and more. Additionally, Netchex provides flexible payment alternatives, detailed preprocessing reports, compliance oversight, and other essential functionalities, ensuring that payroll and tax operations are handled accurately and effectively. This makes Netchex not only a versatile tool but also a crucial partner in human resource management for businesses of all sizes.

Pdftools offers robust solutions for handling vast numbers of documents, potentially reaching into the millions. Tailored for sectors that heavily rely on documentation, the Pdftools suite of SDKs aims to enhance the speed, simplicity, and overall ease of your document workflows, reducing stress along the way. Built on reliable SDKs and APIs, Pdftools products integrate effortlessly into your current systems and applications. With the capacity to process thousands of documents each minute, our tools prioritize speed and efficiency. As engineers committed to excellence, we ensure that only the most trustworthy, usable, and well-documented platforms are utilized. While file sizes can be minimized, we guarantee that quality and interactivity remain intact. Additionally, our solutions help ensure that your documents adhere to long-term archiving standards. Comprehensive documentation accompanies every aspect of our products, allowing for a seamless onboarding experience. With Pdftools, you can transform your document management approach and unlock new efficiencies.

ZenTreasury provides CFOs, treasurers, and finance experts with tools to enhance financial operations through a comprehensive Treasury Management System (TMS). Our platform simplifies processes such as cash forecasting, lease accounting, and treasury workflows, offering real-time insights and automation that lessen complexity while ensuring compliance. You can begin with our Freemium plan, ideal for cash forecasting and liquidity management, or choose one of our Premium plans that include advanced features tailored for expanding businesses. The lease accounting module of ZenTreasury facilitates adherence to IFRS 16, automating amortization schedules, tracking key dates, supporting multiple currencies, and managing cost center allocations, all backed by validation from a reputable international audit firm for reliable accuracy. ZenTreasury also enhances treasury functions by providing effective management of financial contracts, risk mitigation strategies, and optimization of cash flow through robust reporting and analytical capabilities. As a secure SaaS solution or as a Private Cloud deployment on Microsoft Azure, AWS, or Google Cloud, ZenTreasury offers both flexibility and enterprise-grade security to meet your requirements. By choosing ZenTreasury, you join an expanding community of finance professionals who are revolutionizing their operational practices and achieving greater efficiency.

Monitor your bank or credit union's financial health from any location at any time. The secure, cloud-based system provides you with valuable insights into your institution's financial status. In just a few clicks, you can explore key metrics such as margin elements, branch efficiency, projections, and much more. The integration of the Banker's Dashboard and Credit Union Dashboard with your core processing system is seamless. With straightforward setup procedures, you can start enhancing your financial outcomes almost instantly. By automating reporting functions, you can reduce errors and concentrate on more strategic, high-impact tasks. Additionally, you can swiftly run and adjust multiple forecasting scenarios to examine variances and develop various strategies. Assessing branch performance is crucial; therefore, implementing best practices and ensuring accountability among branches will lead to improved overall results. This proactive approach promotes not only efficiency but also a culture of continuous improvement within the organization.

Comprehensive property management software designed to assist property managers and owners in increasing their profits, staying organized, and expanding their operations. Streamline the management of properties using intuitive, secure, and trustworthy software solutions. Leveraging advanced technology, exceptional customer support, and complimentary educational materials, DoorLoop enables you to achieve growth in all aspects of your life, both personally and professionally. Additionally, it fosters an environment where financial success becomes attainable through effective management strategies.

UnForm offers a robust solution for enterprise document management and process automation, allowing for seamless integration with any application. Our platform-independent and fully browser-based solutions empower users to create, deliver, capture, index, route, and store documents efficiently, enabling easy access to the entire transaction life cycle through a single search. With advanced data extraction and workflow functionalities, we facilitate the automation of processes that require intensive data entry. For those utilizing cloud-based ERP systems or seeking a solution that eliminates the need for hardware management, UnForm.Cloud serves as an ideal hosting service for UnForm Document Management. The implementation process for UnForm has never been simpler, especially with the reliable backing of a well-established hosting vendor like Oracle, which guarantees the safety and security of your data through meticulously managed data centers and cross-region backups. This ensures that you can consistently access your information whenever necessary, providing an additional layer of reliability for your document management needs.

The Orion Practice Management System provides vital information right on your desktop, streamlining all essential elements for your legal practice, such as Case Management, Docket, Calendar, Emails, Contacts, Communications, Financial Statistics, and Client Documents. For the first time, this innovative system enables law firms to move effortlessly from a broad overview to specific details with exceptional efficiency and ease, available in real-time and on-demand. By managing the data-collection process, the Orion Practice Management System allows you to quickly evaluate the firm’s health and operational status whenever needed. Built with flexibility in mind, this system enables each user to tailor their profiles and save personal preferences, guaranteeing a customized experience with every login. This customization includes options for selecting which columns to show, defining the sorting order—whether ascending or descending—and modifying the arrangement of various sections on the interface. Furthermore, this level of personalization not only boosts productivity but also ensures that each individual can operate in a manner that aligns with their specific working style. Ultimately, the Orion Practice Management System transforms the way legal professionals engage with their daily tasks, making processes more intuitive and user-friendly.