Shelton 401(k) vs. Congruent CORE Platform

Since its inception in 1995, SurePayroll has established itself as a frontrunner in providing online payroll solutions for small businesses nationwide. As the pioneer of the Software as a Service (SaaS) payroll model, SurePayroll has evolved into a well-recognized name in areas such as payroll management, workers' compensation, 401(k) plans, and health insurance services. With an award-winning U.S.-based customer service team supporting its operations, the company has built a reputation for reliability and excellence. Recently, SurePayroll expanded its offerings to include HR services, further enhancing its comprehensive service portfolio. Trusted by a diverse array of businesses, financial institutions, and advisors, SurePayroll also provides options for co-branded and private-label solutions, solidifying its role as a valuable partner in the industry. This expansion signifies SurePayroll's commitment to adapting to the evolving needs of its clients.

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.

FrameworkLTC offers a comprehensive and adaptable platform that streamlines all manual processes, enabling LTC pharmacies to concentrate on their primary goal: enhancing patient well-being. By transitioning from manual operations to automation, businesses can grow while optimizing their profit margins. Tailoring services to meet the unique requirements of each facility can also enhance partnerships. Our software, designed with a facility-focused approach, empowers you to deliver exceptional service to every patient, section, and establishment. Facilities can easily manage billing, track order statuses, and handle returns based on your established protocols. Your facilities will find great value in the insightful reports you provide. Additionally, automate the prescription refill and reorder process to ensure nothing is overlooked during production. By leveraging this technology, you can significantly improve operational efficiency and patient satisfaction.

GroupTogether is an intuitive online service that streamlines the creation of group cards, gift collection, and the swift sending of eGift Cards. Users can kick off a group card, choose to either pool funds or pick a gift, and share a single link with friends, family, coworkers, or teammates to participate. Participants can enhance the card with personalized messages, photos, and GIFs, while they also have the flexibility to contribute a designated amount, any sum they prefer, or simply sign the card without any financial obligation. The platform ensures user privacy by removing the need for personal banking details and provides secure transactions, along with clear records of all contributions and expenses. Organizers can utilize the funds for a wide array of gifts, which range from eGift Cards to gift baskets, flowers, or the versatile GroupTogether AnyCard that offers over 100 eGift Card options for recipients to choose from. Additionally, GroupTogether allows for both digital delivery and downloadable PDFs that can be printed, making it an efficient choice for numerous events such as remote team celebrations, workplace gatherings, classroom initiatives, birthdays, farewells, and retirement parties. Ultimately, this smooth process not only simplifies gift-giving but also strengthens connections and fosters a sense of community, even in online environments.

Industrial maintenance teams lose millions annually to unplanned downtime from missed lubrication, incomplete inspections, and data trapped in disconnected systems. Redlist is a reliability centered maintenance platform connecting technicians, operators, and reliability engineers to one system of record for asset health. Unlike conventional CMMS tools that manage work orders but leave execution unverified, Redlist confirms each lubrication point received the right product, right quantity, and right interval. Paper routes are replaced with digital workflows on web, iOS, and Android that function fully offline. Lubrication Management Define requirements at the individual grease fitting, oil sump, and sample port. Technicians follow guided mobile routes with lubricant specs, volumes, and ICML-aligned frequencies per point. Completion is verified digitally, eliminating pencil-whipping. Oil analysis lab results feed directly into the platform for condition-based decisions. CMMS and Asset Management Build asset hierarchies from the facility level to individual components. Schedule preventive and predictive maintenance, manage work orders, track spare parts, and generate compliance records. Integrates with SAP, Oracle EAM, JDE, and Maximo so field data flows back to existing technology investments. Operator Basic Care Equip operators with structured daily inspections and basic care tasks. Every completed check builds a searchable digital history, preserving operational knowledge that organizations lose when experienced workers retire. AI Agents Nine specialized agents for FMEA, RCM-based PM building, oil analysis interpretation, vibration pattern recognition, and lubrication route optimization. Trusted by operations across mining, oil and gas, chemical processing, food and beverage, packaging, paper and corrugated, and manufacturing. Most deployments operational within 100 days.

Discover the perfect MRP solution designed specifically for small manufacturers! MRPeasy provides a cost-effective, intuitive, and cloud-based MRP system customized for the unique needs of small manufacturing enterprises. Easily convert customer orders into manufacturing orders, with the system handling the scheduling automatically. It efficiently manages inventory by booking items as needed, and can generate purchase orders if required. With real-time requirements in mind, MRPeasy offers both forward and backward scheduling options, while automated checks make certain that workers, workstations, and materials are readily available. Keep a detailed view of all your operations at any moment! Additionally, MRPeasy seamlessly integrates with leading accounting software like QuickBooks and Xero, as well as e-commerce platforms such as Shopify and WooCommerce, creating a comprehensive business management solution that fulfills all your operational needs. This integration not only enhances efficiency but also streamlines processes across various aspects of your business.

Kudoboard provides a digital solution to the traditional card that is circulated for celebrations such as birthdays, work anniversaries, onboarding, farewells, and various other events. Ideal for recognizing special moments, expressing gratitude, and enhancing company culture, Kudoboard empowers employees to promote appreciation within the workplace from the grassroots level. Starting with Kudoboard is a breeze for employees; they simply create a board for a colleague's significant event, enrich it with messages and media, invite others to join in, and then set a delivery date. This straightforward process makes it easy for everyone to participate! Ultimately, Kudoboard fosters a sense of community and connection among team members.

For more than 30 years, TriNet has been a trusted leader delivering comprehensive HR solutions designed for small and midsize businesses. Its long tenure in the industry showcases deep expertise and a proven ability to help organizations streamline HR operations, reduce risk, and support stronger employee satisfaction. TriNet addresses complex HR needs through a unified platform that brings payroll processing, benefits administration, risk mitigation, and compliance support into one place. By replacing the need for multiple vendors, the platform lowers administrative burden and frees business leaders to prioritize growth and other strategic goals. TriNet’s services span industry‑specific HR expertise, access to premium employee benefits through national and regional carriers or the option to sponsor your own plans, and advanced proprietary technology. The platform offers an intuitive experience across payroll, benefits administration, time tracking, performance management, learning and development, and workforce analytics—providing real‑time insights and more streamlined processes through a comprehensive solution. With a dedicated service model that pairs clients with assigned HR professionals and relationship managers, TriNet delivers personalized support complemented by access to specialized HR experts through multiple communication channels. This structure ensures timely, expert guidance rooted in best practices and tailored to each organization’s needs. TriNet also offers instructor‑led trainings and expert consultations to help clients develop HR processes in key areas such as performance management, hiring/onboarding, and compensation.

Paylocity is a cloud-based workforce management platform that unifies HR, payroll, finance, and IT operations into one integrated solution for modern businesses. The platform helps organizations automate administrative processes, improve workforce management, and create more connected business operations through a centralized digital ecosystem. Paylocity offers payroll processing, tax filing, time tracking, benefits administration, talent management, expense management, procurement, and IT support tools designed to streamline daily operations. Its AI-powered capabilities provide automation, reporting, and real-time insights that help businesses improve decision-making and operational efficiency. The platform also includes mobile access and employee engagement tools that allow workers and managers to stay connected, productive, and informed from anywhere. Paylocity supports seamless integrations with third-party applications, enabling companies to unify data and improve workflows across HR, finance, and IT departments. The finance solutions offered by Paylocity include spend management, AP automation, corporate cards, and headcount planning tools that give organizations greater visibility and control over financial activities. Its IT management features provide centralized access management, identity management, and asset tracking capabilities that help businesses strengthen operational support and security. Paylocity also delivers dedicated customer service, implementation assistance, and scalable solutions tailored to the needs of small businesses, midsize companies, and enterprise organizations. The company emphasizes innovation and customer partnership by continuously improving its technology to support the evolving needs of employers and employees. Through its connected platform and automation-driven approach, Paylocity helps organizations modernize workforce management, improve collaboration, and drive productivity across the entire business.

Chime Workplace is an all-encompassing financial wellness platform aimed at helping employees manage their finances effectively, reducing stress levels, and promoting sustainable financial health. Offered at no cost to both employers and their staff, this platform provides: - Free access to earned wages - No-fee checking accounts equipped with overdraft protection - Automated savings features that yield high-interest returns - Resources for credit enhancement - Optional rewards and benefits from employee loyalty programs With its seamless payroll integration, real-time financial insights, and a secure framework, Chime Workplace not only boosts employee well-being but also enhances retention rates, engagement levels, and overall workplace productivity. This groundbreaking strategy for financial wellness empowers employees to seize control of their financial destinies, ultimately cultivating a more engaged and committed workforce. As a result, organizations can thrive as they prioritize the financial health of their employees.