Mainstay Advisor Value Platform Reviews

SuiteMaster – Cloud ERP & CRM Designed to Evolve With Your Business SuiteMaster is an all-in-one ERP and CRM platform that helps small and mid-sized businesses manage sales, operations, finance, and customer relationships in one integrated system. Built with a modular architecture, it allows you to choose from hundreds of pre-built business applications—including CRM, Accounting, Marketing Automation, HR, Inventory, Manufacturing, Project Management, E-Commerce, and more—so you only use (and pay for) the tools you need. Its unified approach eliminates the complexity of managing multiple disconnected systems. Data flows effortlessly across departments, enabling teams to work with real-time information, automate key processes, and improve productivity. Customization is simple, letting you tailor workflows, reports, and interfaces to your exact requirements. SuiteMaster also supports a complete white-label program, giving consultants, agencies, and technology partners the ability to deliver a fully branded ERP solution alongside their own services. Whether you operate in manufacturing, distribution, retail, services, non-profit, or other industries, SuiteMaster provides the flexibility, scalability, and affordability needed to adapt quickly and grow confidently.

Collect! serves as a robust and adaptable debt collection software designed to streamline and automate various workflows. Whether you are a startup or a large enterprise, this software provides tailored solutions to meet your specific needs. Engineered for third-party collection agencies, debt buyers, and first-party collectors of all sizes, Collect! offers the flexibility to configure the system according to your operational requirements. You can easily utilize the extensive settings and options within Collect! to establish a workflow that suits your unique processes. Pre-configured for third-party debt collection methodologies, Collect! allows for customization to any extent you desire, making it as simple or detailed as you wish. Additionally, Collect! integrates seamlessly with a growing number of external systems and is continually developing white-label add-on programs to enhance its functionality. Designed for scalability, you can begin with the version that fits your current needs and expand by changing editions or adding seats as your organization grows. Importantly, all configurations and customizations persist through updates, upgrades, and changes in editions. Packed with an array of features, Collect! facilitates automation from the initial contact to the final payment, empowering both consumers and clients to self-manage their accounts effectively. With capabilities such as comprehensive import functions, user permission settings, advanced reporting tools, account segmentation, credit bureau reporting, and legal functionalities, Collect! enables you to create a highly personalized collection system tailored to your business. Furthermore, the user-friendly interface ensures that accessing these features is straightforward and intuitive for all users.

Professional services have long struggled with a common challenge: strategy often gets stuck in static documents, disconnected tools, or forgotten follow-up emails. Empiraa replaces those outdated workflows with a centralized, interactive platform that brings strategic planning and execution into one real-time environment. Whether you're managing five clients or fifty, Empiraa gives you the structure and visibility needed to keep everyone on track—without adding more admin or headcount. What sets Empiraa apart is its ability to streamline strategy delivery while elevating your brand. The platform is fully white-labeled, allowing firms to present a polished, branded experience that clients log into as if it’s your own proprietary software. From logos and color schemes to custom domains, Empiraa helps you show up professionally and consistently across every client touchpoint. Inside the platform, users can build out strategic plans using pre-built or custom templates, create linked objectives, assign responsibilities, and connect key business data for live tracking. Empiraa integrates with tools like Xero, Google Sheets, and HubSpot to provide real-time visibility into performance, enabling your clients to stay accountable and proactive—without chasing updates or navigating spreadsheets. Empiraa also solves one of the biggest pain points for growing firms: scalability. With multi-client management built in, you can view and control all client strategies from one dashboard, giving your team the capacity to take on more clients without compromising service quality. You can tailor user access, automate workflows, and replicate your best processes—turning your advisory service into a scalable, repeatable product.