The Retirement Analysis Kit (TRAK) vs. ProAdmin

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.

APS is dedicated to simplifying payroll and HR processes for mid-sized organizations. Our integrated solution is crafted to ease workforce management tasks, offering a seamless experience for clients and partners alike. We pride ourselves on delivering tailored service and support that helps our customers achieve their objectives. By streamlining payroll processing, automating HR workflows, and enhancing the employee lifecycle through a unified platform, we position ourselves as a vital partner for businesses. We are APS, committed to being your essential workforce ally. Mid-sized enterprises prefer APS for their workforce needs due to our unwavering commitment to enhancing the customer experience. This dedication has enabled us to sustain an impressive 98% customer satisfaction rate consistently. With APS, companies in the mid-market sector benefit from superior systems, exceptional support, and improved outcomes that drive success. Our ongoing focus on innovation ensures that we remain at the forefront of workforce management solutions.

HiBob, a leading provider of human resources solutions, features a comprehensive HCM system known as Bob, designed to enable HR teams and enhance operational efficiency. Covering all aspects from onboarding and performance reviews to employee engagement and automation, Bob provides HR leaders with essential tools to cultivate a positive workplace environment, enhance employee growth, and concentrate on strategic initiatives that drive organizational advancement. The Bob platform simplifies HR tasks with its user-friendly interface and customizable workflows that cater to various roles within the organization. By automating administrative tasks and integrating smoothly with current systems, it helps save time and improves data integrity. This intuitive design empowers HR professionals to manage a wide range of HR responsibilities effectively and with ease. Bob’s performance management suite offers features for establishing goals, providing feedback, and conducting performance evaluations. With real-time monitoring and actionable data insights, the system facilitates timely interventions, promoting a culture rooted in accountability and continuous improvement, ultimately leading to higher employee engagement and retention rates. Additionally, Bob’s tools for employee engagement enhance connectivity and collaboration among workers by providing avenues for feedback, recognition, and open communication, which significantly elevate morale and productivity within the workforce. Furthermore, these features contribute to creating an inclusive atmosphere where employees feel valued and motivated to contribute their best efforts.

BambooHR is a highly regarded HR solution designed to assist expanding organizations in streamlining, consolidating, and linking their employee information in a single platform. This comprehensive tool serves as a central hub for managing data, recruiting new talent, processing payroll, and facilitating employee development. By utilizing BambooHR, companies can enhance their operational efficiency and improve workforce management.

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 Velocity Global, 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.

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.

Culture Cloud by O.C. Tanner is a leading employee recognition solution that empowers organizations to build thriving workplace cultures through personalized, scalable recognition experiences. The platform offers a full suite of configurable recognition programs, including peer-to-peer appreciation, custom symbolic awards, milestone celebrations, and company-wide initiatives that inspire motivation and connection. Grounded in extensive award-winning research, Culture Cloud continuously evolves to deliver best-in-class recognition tools paired with expert culture consulting, brand strategy, and leadership education. Used by more than 1,100 multinational clients and 14 million users across 180 countries, the platform facilitates over 31 million recognition moments each year, driving real business outcomes such as increased employee satisfaction and lower attrition. High-profile companies like GE Appliances, American Airlines, and Capital One have reported substantial improvements in engagement and culture by leveraging Culture Cloud. The system offers rich analytics and benchmarking to help leaders measure the impact of their programs and refine strategies. Culture Cloud’s flexible approach allows organizations to co-create recognition experiences tailored to their unique values and workforce needs. With 24/7 client success support and a deep commitment to cultural transformation, O.C. Tanner helps businesses use recognition as a competitive advantage. Its global reach and scalable design ensure that employees feel valued no matter where they work. Ultimately, Culture Cloud integrates technology, research, and human insight to foster workplaces where people thrive.

At Expo Pass, we simplify the management of various events through our innovative event technology platform. Our forward-looking solutions empower event organizers with essential tools to efficiently plan, monitor, and execute in-person, virtual, and hybrid events. The versatile, comprehensive event platform we offer features on-demand badge printing and check-in, lead retrieval, event registration, a virtual event experience, a mobile event app, attendance tracking, and many additional capabilities! We have facilitated connections among millions, allowing them to engage, share laughs, and exchange ideas. Don't hesitate to reach out to us whenever you need assistance or have questions.

Reduce costs, enhance clarity in your projects, and keep your budget in check with ease—thanks to user-friendly timesheets! ClickTime simplifies the process of managing and planning employee hours, enabling you to monitor time from any device, promptly authorize time entries, and utilize dashboards to manage budgets and distribute employee workload. Whether you’re predicting project costs or analyzing previous outcomes, ClickTime provides real-time insights into your operations. Instantly identify which projects are exceeding or falling short of their budgets, gain a clear understanding of team availability, expenses, and overall productivity, and effortlessly manage timesheet approvals, leave requests, and billable hours. This streamlined approach not only saves time but also empowers you to make informed decisions for future projects.