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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Proton Drive
Proton Drive is a secure cloud storage and collaboration platform built for professionals who manage sensitive data.
Whether you’re sharing internal documents, legal contracts, or client files, Proton Drive keeps your data private — by default.
Files are encrypted on your device before upload, and only you and your collaborators can access them. Even Proton can’t read your files. You can set passwords, add expiration dates, or revoke access instantly — so you’re always in control.
Each user gets 1 TB of storage, with the flexibility to add more as your team or projects grow.
Designed and hosted in Switzerland, Proton Drive is developed by the team behind Proton Mail and Proton VPN — trusted by over 100 million users worldwide. We’re independent, open source, and committed to keeping your data safe from surveillance and vendor lock-in.
Proton Drive helps you stay compliant, with support for:
- GDPR, HIPAA, ISO 27001, NIS2, and DORA
- Verified SOC 2 Type II audits
- No complex setup. No third-party tools required.
Built for security teams, law firms, healthcare providers, consultancies, and privacy-conscious organizations of all sizes.
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Nutrium
Nutrition professionals, including dietitians and nutritionists, utilize specialized software to oversee client records and facilitate follow-up appointments. This technology is both secure and readily accessible from any location. Additionally, a mobile application empowers these experts to perform comprehensive nutritional evaluations on their clients, assess dietary habits, develop tailored meal plans complete with recipes, and enhance adherence to recommended guidelines for better health outcomes. This innovative approach ultimately fosters a more effective client-nutritionist relationship.
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Nutriadmin
NutriAdmin stands out as the ultimate solution for overseeing your nutrition practice efficiently. With the trust of numerous nutritionists across the globe, it ensures your clients experience top-notch service. By utilizing this software, you can empower your clients to reach their goals while simultaneously enhancing your workflow. NutriAdmin equips you with all the necessary tools to maintain peak productivity, regardless of the size of your practice. By optimizing your processes and conserving valuable time, you'll have the opportunity to focus more on expanding your practice and nurturing client relationships, leading to greater overall success. Investing in NutriAdmin is a step toward elevating your practice to new heights.
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