
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.
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Most HR software is built for the US market and adapted for Canada as an afterthought — missing native payroll compliance, storing data on American servers, and offering no French-language support. Folks is different. A Canadian-owned platform designed from day one for the way Canadian businesses actually run.
Folks handles CRA-compliant payroll natively: automatic T4 and RL-1 generation, ROE filing to Service Canada, CPP/QPP/CPP2 and EI deductions, multi-province tax calculations, WSIB/WCB, Ontario EHT, and direct deposit — no third-party payroll provider needed. The platform also covers HRIS, applicant tracking with AI-powered candidate matching and integrations with Indeed, LinkedIn, Jobillico, and Talent.com, plus performance management with 360° evaluations.
SOC 2 Type 2 certified, with all data hosted exclusively in Canada — governed by PIPEDA and provincial privacy laws, not the US CLOUD Act. Fully bilingual in English and French. Plans start at $6/employee/month. 1,200+ Canadian SMBs across manufacturing, construction, healthcare, non-profit, and professional services already made the switch.
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OrCAD X
OrCAD® X represents a comprehensive platform for PCB design that enhances user experience, boosts performance, and streamlines automation. This software suite encompasses various applications such as schematic design, PCB layout, simulation, and data management. Among its offerings, OrCAD X Capture stands out as a widely used tool for creating and documenting electrical circuits. Complementing this is PSpice®, an integrated virtual SPICE simulation engine within Capture, which empowers users to prototype and validate their designs through top-tier native analog, mixed signal, and advanced analysis capabilities. Additionally, OrCAD X Presto and OrCAD X PCB editor facilitate seamless collaboration between ECAD and MCAD teams, enabling designers to produce superior PCBs more efficiently. OrCAD X Presto features a user-friendly interface tailored for novice designers as well as electrical engineers and PCB designers who prioritize rapid PCB development, making it an essential tool in today's fast-paced design environment. The combined functionalities of these applications ensure that designers can meet the evolving demands of the industry effectively.
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Electrical Bid Manager
What sets Electrical Bid Manager apart is its exceptional ability to integrate personalized takeoff modules, an intuitive learning experience, and a comprehensive built-in database, all backed by our dedicated support team in San Diego. Users have the flexibility to either utilize existing takeoff modules or create bespoke assemblies on the spot, with each module adaptable to meet the unique demands of specific projects. Custom takeoff modules, particularly for wire and conduit, are extensively tailored for various applications such as Site, Feeders, and Motor Hookups, while also accommodating Branch Circuits and Cable. Additionally, these modules can be complemented by a wide array of other options that address Distribution, Fixtures, Devices, and other essential takeoff needs. As an electrical estimating solution, Electrical Bid Manager caters not only to novice electrical contractors but is also robust enough to support the estimating departments of companies generating over $100 million in revenue, making it a versatile tool in the industry. Its scalability ensures that as businesses grow, their estimating capabilities can evolve seamlessly alongside them.
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