The Asset Guardian (TAG) Mobi, an AI-powered EAM solution embedded in Microsoft Dynamics 365 Business Central, with mobiMentor AI to help maintenance teams maximize wrench time.
TAG Mobi helps teams manage assets, schedule maintenance, dispatch work orders, and complete field work from one mobile-ready platform. With IoT and SCADA integration, teams can turn asset signals into maintenance action by monitoring conditions, reducing alert noise, and triggering work orders when issues need attention.
Key features include:
• Asset Lifecycle Management: Extend equipment life
• Preventive & Predictive Maintenance: Reduce failures and downtime
• Work Order Management: Simplify dispatch, tracking, and completion
• Reporting: View KPIs, costs, and performance
• IoT Monitoring: Connect asset signals to alerts and work orders
With AI-driven workflows and voice-enabled execution, TAG Mobi helps teams spend less time on admin work and more time maintaining critical assets
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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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ProTracker RMD
Are you currently:
Keeping up with the evolving regulations of the SECURE Act?
Manually computing RMDs using spreadsheets?
Monitoring client withdrawals for RMDs to ensure compliance?
Irritated with custodians who handle some RMD calculations but neglect inherited accounts?
Struggling to identify clients who qualify as eligible designated beneficiaries (EDBs)?
Attempting to navigate the complexities of managing accounts under the 10-Year Rule?
ProTracker RMD offers:
Solutions for Successor Beneficiaries that ease the transition under the new 10-Year Rule, allowing for the continued payout period for future beneficiaries.
Specialized screens for Eligible Designated Beneficiaries (EDBs) that help in tracking exceptions to the 10-Year Rule, including spouses, individuals who are chronically ill or disabled, minor children, and family members who are not more than ten years younger.
A distinct panel dedicated to monitoring the expiration timelines of accounts governed by the 10-Year Rule.
A comprehensive Global 10-Year Rule Account Screen designed to oversee all client accounts for potential expirations, ensuring thorough management. This functionality helps advisors maintain compliance and avoid pitfalls associated with the new regulations.
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Trust & Will
Trust & Will provides a digital estate-planning solution that enables individuals and families to effortlessly create legally recognized documents, including wills, trusts, guardianships, and powers of attorney, through an intuitive, step-by-step process. By answering straightforward questions about their assets, family situations, and personal wishes, users can swiftly produce tailored legal documents in just a few minutes. The service also includes features for securely storing documents online, allowing users to share them with selected individuals and attorneys, as well as to make updates as their circumstances change. Focused on accessibility, Trust & Will allows users to manage their end-of-life planning without the expensive fees or complexities often linked to conventional legal services. While the platform is designed for self-service, a committed customer support team is always available to guide you, ensuring you remain assured and well-informed throughout the process. In the end, Trust & Will aspires to demystify estate planning, making it a more user-friendly and manageable experience for everyone, regardless of their prior knowledge of legal procedures. This dedication to simplifying the process is what sets Trust & Will apart in the realm of digital estate planning.
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