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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Resolver
More than 1,000 organizations globally rely on Resolver’s software for security, risk management, and compliance. This includes a diverse range of sectors such as healthcare, educational institutions, and vital infrastructure entities like airports, utility companies, manufacturers, hospitality businesses, technology firms, financial services, and retail outlets. For those in leadership roles focused on security and risk management seeking innovative methods to handle incidents and mitigate risks, Resolver offers a pathway to transition from merely addressing incidents to gaining valuable insights. With its comprehensive solutions, Resolver empowers organizations to enhance their overall risk management strategies effectively.
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Vanilla
Vanilla serves as a comprehensive, AI-powered platform designed for estate planning, addressing the needs of financial advisors, estate planners, and legal experts alike. It streamlines the advisory journey, beginning with an effective client intake through the Estate Health Check, followed by collaborative onboarding and the extraction of essential documents. The process reaches its peak with the development, visualization, and modeling of versatile estate plans. Users can effortlessly generate legal documents on demand, including wills, trusts, powers of attorney, and healthcare directives, either via an intuitive questionnaire or with legal assistance. The platform intelligently extracts crucial data from uploaded files, generating interactive visuals such as estate diagrams, balance sheets, tax forecasts, beneficiary summaries, family trees, and waterfall charts. Moreover, its advanced scenario planning capabilities encompass ILITs, SLATs, GRATs, and modeling for Generation-Skipping Transfer Tax, enabling users to assess various strategies over time and refine their estate plans effectively. This multifaceted tool not only simplifies the planning process but also equips users with the insights needed to make well-informed choices about their clients' legacies, ultimately enhancing the quality of service provided to clients.
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Holistiplan
Holistiplan is a transformative, AI-powered tax and financial planning platform designed to help advisors deliver comprehensive, data-driven advice in less time. It revolutionizes how financial professionals interpret tax documents, using OCR and algorithmic analysis to extract insights and calculate projections in under a minute. Advisors can instantly identify opportunities for Roth conversions, charitable contributions, tax-loss harvesting, and estate tax mitigation, ensuring that no client opportunity is overlooked. The platform’s Tax Scenario Analysis tools allow side-by-side comparisons to visualize financial outcomes and build actionable strategies. Holistiplan also expands into insurance and estate planning, helping users manage risk exposure, optimize coverage, and prepare clients for intergenerational wealth transfer. Its intuitive interface and automation capabilities drastically reduce administrative work, freeing up time for higher-value client engagement. Created by practicing CFP® professionals, it bridges the gap between real-world advisory needs and modern technology. The system integrates easily with other financial tools and CRMs, creating a seamless ecosystem for comprehensive client management. Named the #1 Tax Planning Software from 2021 through 2025, Holistiplan continues to set industry benchmarks in usability, speed, and innovation. Altogether, it empowers advisors to strengthen trust, elevate their service offering, and deliver measurable financial impact for every client.
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