NaviPlan
Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies. NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client.
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Sharesight
Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place.
You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock.
Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love.
All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money.
Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan).
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CU SHARE
CU Share's™ diverse equity processing capabilities handle cash dividends, stock dividends, splits, exchanges, liquidations, dividend reinvestments, reorganizations, and more. ISS Software is dedicated to providing quality shareholder accounting software and related solutions through a staff of highly trained people sharing a tradition of integrity and service to its clients. CU SHARE's diverse equity processing capabilities handle cash dividends, stock dividends, splits, exchanges, liquidations, dividend reinvestments, reorganizations, and more. CU SHARE provides complete stock transfer, dividend reinvestment, corporate action processing, and proxy services in an integrated environment. ProxyVoteNow provides an integrated solution for telephone and Internet-based proxy and consent voting. EnrollmentNow provides employee purchase plan and benefits enrollment for corporations, credit unions, and employee benefits administrators.
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