Keystone by Smart Verified Customer Reviews (2026)

Recruit, employ and expand internationally with RemotePeople. The New York-based company was founded in 2018 and supports global hiring in 150+ countries through a combination of Employer of Record services, in-house recruitment and a web-based workforce platform. For companies without a local entity, RemotePeople's EOR service manages employment contracts, onboarding, payroll, tax administration, statutory benefits and employment compliance. The client keeps control of daily work. EOR Global starts at $499 per employee/month; your rate is confirmed in your quote. EOR Select starts at $199 per employee/month for selected countries and qualifying employee salary ranges. Country and salary conditions apply. Service fees exclude salaries and statutory employer contributions, and country-specific terms apply. Companies can use Global Recruitment and Executive Search independently or combine recruiting with EOR. Recruitment + EOR carries a recruitment fee of 2% of the candidate's annual salary each month, plus EOR fees. Global and US payroll services support businesses with existing entities. Contractor Management, Contractor of Record and US PEO address other workforce arrangements. The wider service range covers benefits, international equity, visas and immigration, incorporation, entity management, EOR-to-entity transfers, custom contracts, legal assistance, compliance audits, background checks, equipment, offices and fleet, stipends, expenses and offboarding. AI Command Center turns plain-language requests into guided HR workflows for onboarding, payroll, leave, expenses and contract changes. High-impact changes receive expert review, with action records for accountability. Dedicated account managers support customers alongside employee self-service, payroll reporting and document tools. RemotePeople serves startups, growing teams and enterprises. Confirm country scope and employing arrangements. Demos and tailored quotes are available; no free trial.

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.

The Retirement Analysis Kit (TRAK) is an innovative software solution designed to aid advisors in encouraging individuals to become retirement-ready. It effectively tackles essential questions that clients often have regarding their retirement strategies. By providing personalized educational resources, TRAK motivates users to take proactive steps toward their future. The platform also supports in-depth one-on-one retirement planning sessions, allowing for the calculation of pension benefits, survivor options, and methods for maximizing pensions. Moreover, it presents savings strategies for 403(b) and 457 plans, weaving them into an all-encompassing retirement approach. TRAK emphasizes the importance of clients' best interests by offering clear and straightforward insights into common retirement strategies. Have you ever invested a substantial amount of time and effort in crafting a retirement plan for your clients, only to be met with indifference as they responded, "We’ll think about it"? Such experiences reveal a gap in effective engagement with your clients, a gap that TRAK is determined to fill with its interactive and user-friendly platform, ensuring that individuals not only understand but also feel inspired to act on their retirement plans.