NaviPlan
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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InterProse ACE
InterProse ACE is an innovative, cloud-based software solution designed for debt collection agencies that handle consumer and commercial debts across various sectors, including healthcare, education, government, and property management.
The platform is also suitable for collection attorneys, original creditors, financial institutions, and various government agencies, catering to a wide range of users.
With its highly adaptable design that accommodates various business needs, ACE streamlines account management, facilitates both secured and unsecured payment plans, generates client invoices and reports, tracks legal judgments, and offers robust data analytics and process automation in an efficient and cost-effective manner.
Notable features of the software include account bundling, the attachment of documents at the account level, extensive process automation, client access functionalities, trust accounting, credit reporting capabilities, consumer self-service options, and a variety of technology integrations.
Customers using ACE benefit from regular monthly updates and upgrades, real-time data and document backups, compliance with third-party security audits (such as SOC2 Type 2, PCI, PENTEST, HIPAA, and StarAlliance), as well as real-time portals for both clients and consumers, which are complemented by open-API connections.
Overall, these modern conveniences empower users to concentrate on their core business functions without the distraction of outdated systems.
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Foodzilla
Introducing an Innovative AI-Driven Meal Planning and Nutrition Coaching Platform. Effortlessly develop meal plans at lightning speed, engage with clients via our dedicated mobile application, and eliminate the hassle of meal preparation and recipe oversight once and for all.
Accelerated Meal Planning
Tailor meal plans to meet your clients' specific dietary requirements with ease, as the app streamlines the entire process — handling recipe collection, filtering out unsuitable options, creating shopping lists, and keeping clients accountable on their nutritional journey.
Time-Saving Templates
No need to reinvent the wheel. With Foodzilla, you can kickstart your meal planning using our pre-designed templates that have been crafted and vetted by nutrition professionals for various dietary needs and health conditions. Additionally, you have the flexibility to create personalized templates by utilizing our extensive recipe database or importing your own favorites.
Customizable App Experience
Foodzilla provides the option to deliver a personalized mobile app to your clients that aligns with their nutritional goals. This allows them to access their meal plans anytime, track their progress, communicate with you, and remain motivated to adhere to the guidelines you've set.
Additional Features Include:
Automated Nutrition Tracking
Direct Messaging Between Clients and Coaches
Instant Recipe Discovery
Enjoy a 10-Day Free Trial to explore all of these benefits. Plus, with continuous updates and improvements, the platform is designed to evolve alongside your clients' needs.
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DietMaster Pro
For more than 25 years, DietMaster Pro has been a leader in the field of professional nutrition technology, offering an array of unparalleled options such as private white label branding, TeleConference connectivity, and various integration solutions for online consumer sales. Their software suite caters to both desktop users on Windows and Mac, as well as those seeking internet and mobile solutions. Clients can generate meal plans in mere minutes by utilizing a collection of templates designed by registered dietitians and medical professionals, or they can easily design their own using an intuitive interface. The DietMaster Web and Go Mobile platforms serve as a comprehensive all-in-one solution, providing users with access to meal plans, video workouts, food journaling, and synchronization with popular fitness tracking devices. Exceptional customer service is a top priority, and clients can connect with live representatives for assistance with pre-sales inquiries, order processing, and complimentary training following their purchase. We are dedicated to tailoring a solution that perfectly aligns with your business requirements, ensuring you have the support needed to succeed.
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