The Retirement Analysis Kit (TRAK) vs. Hodges-Mace

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.

Presenting the only modern, cloud-based solution designed specifically for unions. Our extensive offering includes two highly customizable systems aimed at managing union operations and benefits administration, effortlessly connected to a state-of-the-art website and secure member portal. We have transformed the industry by developing an integrated system for growing unions, freeing you from the hassle of excessive paperwork, cumbersome communication, and the difficulties of juggling multiple platforms, thereby alleviating administrative burdens. Enjoy a seamless transition as we implement your union's specific processes, regulations, and bargaining agreements, allowing you to focus on what truly counts – your members. Our platform features a contemporary user interface that removes ambiguity and confusion. In contrast to generic solutions, we customize the system to fit your unique workflows and procedures precisely. Whether you are processing dues, entering remittances, handling grievances, facilitating communications through email and text, dispatching jobs, or managing member records, our Union Management platform is equipped to meet your needs. Additionally, for those interested in advanced union Benefits Administration, we invite you to discover our specialized Pension Reporting System, which is designed to streamline and enhance your benefits management. With our comprehensive solutions, unions can efficiently operate and thrive in today's dynamic environment.

BambooHR® is an all-in-one HR software solution for small and medium-sized businesses that drives business efficiency and fosters a great employee experience. By automating HR processes—from recruiting and onboarding to payroll, benefits, performance management, and time tracking—BambooHR frees HR teams to focus on strategic initiatives and culture, while ensuring compliance with regulations and delivering measurable ROI. Its intuitive platform centralizes data and insights, empowering HR leaders and executives to make informed decisions that support growth and productivity.

Native Teams is a comprehensive platform designed to help you to grow your business, hire, pay and manage your global team without having a local legal entity in 85+ countries worldwide. Our employment and work payment solutions fit any company with international employees, regardless of their number! We provide tax reporting and accounting support, offering expert assistance to effectively guide you through the process. By delivering services that include global payment processing, local employment compliance, recruitment, and relocation help, Native Teams tailors its solutions to meet the unique needs of a varied international workforce. This versatility not only enhances operational efficiency but also simplifies the often intricate landscape of global employment. As such, it stands out as an essential tool for those navigating the challenges of hiring and managing talent across borders.

Pebl (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.

Darwinbox is an innovative, mobile-centric, cloud-based HRMS platform that assists large organizations in attracting, engaging, and developing their most valuable asset—talent. This comprehensive, end-to-end HR solution simplifies processes across the entire employee lifecycle, from hiring to retirement. The features of our enterprise product prioritize both ease of use and adaptability, and we pride ourselves on offering top-notch consumer applications. Darwinbox aims to empower, motivate, and inspire employees while automating and streamlining all HR functions for enterprises. This cohesive platform currently supports more than 350 companies and serves 850,000 users, enabling them to efficiently manage every aspect of their employee lifecycle. By harnessing technology, Darwinbox not only enhances productivity but also fosters a culture of engagement and growth within organizations.

Inspire Software is an AI-driven strategic execution platform that aims to elevate your organization by centering your employees and teams around growth. Cultivate your workforce through enhanced performance! Based in Jackson, Wyoming, we offer a complete range of applications — including strategy, performance, objectives, feedback, one-on-ones, recognition, learning, pulse, and 360-degree surveys — that extend well beyond basic performance management. With Inspire, you foster leadership at every level of your organization. By aligning your team members with the overall strategy, as they carry out their tasks, your organization experiences growth. Discover more about our innovative solutions at inspiresoftware.com, and take the first step toward transforming your team's potential.

Awardco's employee rewards and recognition platform builds culture, incentivizes performance, and powers modern engagement strategies. With the largest reward network in the world and the most customizable and flexible employee recognition solution in the industry, Awardco is the leader in employee recognition and rewards.

Monarch Money is a powerful personal finance platform that revolutionizes how individuals and couples manage their money by consolidating all financial accounts in one intuitive app. It connects over 13,000 financial institutions to provide real-time updates on bank balances, credit cards, loans, investments, and real estate holdings, giving users a holistic view of their net worth. The app features dynamic budgeting tools that adapt to your lifestyle, allowing for personalized budget creation and adjustment as your priorities change. Monarch also enables collaboration with partners or financial advisors at no additional cost, facilitating joint money management and goal setting. With automatic transaction categorization, subscription detection, and alerts for unusual spending, users can easily maintain control over their finances. Detailed, customizable reports and visual charts help translate complex data into actionable insights. Monarch works seamlessly across web, iOS, and Android devices, ensuring financial information is synchronized and accessible on the go. It is highly regarded for its user-friendly interface, extensive connectivity, and comprehensive financial tools, making it a top alternative to Mint, YNAB, and Rocket Money. The platform also offers features like a bill calendar, cash flow management, and goal tracking that help users stay motivated and on target. Monarch’s active user community and expert blog provide ongoing support and financial education, empowering users to improve their money habits and achieve financial wellness.

Spidergap is an effective 360° feedback platform aimed at assisting organizations in transforming employee insights into valuable development opportunities. It simplifies the process for HR professionals, managers, and consultants to create tailored assessments, produce clear and actionable reports, and facilitate meaningful employee growth. In addition to its software capabilities, Spidergap offers professional guidance to enhance your feedback strategies, effectively plan initiatives, and evaluate the return on investment. Whether it's for leadership development or performance appraisals, Spidergap is dedicated to ensuring that feedback fosters genuine change. Many organizations are already leveraging Spidergap to cultivate a culture rooted in continuous improvement, demonstrating its impact on workplace dynamics. By utilizing this tool, you can empower your team and drive progress within your organization.