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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InterProse ACE
InterProse ACE is a modern, web-based debt recovery software solution built for collection agencies who specialize in consumer or commercial debt, including property management, healthcare, education, and government accounts.
ACE also serves collection attorneys, property managers, original creditors, financial institutions and government entities.
Developed to be flexible and configurable with no one business case in mind, our feature-rich debt collection application helps users easily manage their accounts, set up custom payment plans, process billing, issue client invoicing and reports, manage legal judgments, report/analyze their data in custom templates, automate just about any manual process and do it all in a highly efficient and cost-effective way.
Key features include account bundling, account-level documents attachments, heavy process automation, client access, trust accounting, credit reporting, consumer self-service tools, and numerous tech integrations.
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Promealplan
Promealplan is white-label meal planning software built for fitness coaches, gyms, and nutrition professionals who want to offer personalized nutrition services to their clients.
Create customized meal plans in minutes using our database of 400+ dietitian-crafted recipes. The platform automatically adjusts portions to meet each client's caloric and macronutrient goals, with support for dietary restrictions including vegetarian, vegan, gluten-free, keto, and halal.
Key capabilities:
- Generate 1 to 4 weeks of varied meal plans with automated grocery lists
- White-label branding: deliver plans as professional PDFs with your logo
- Client portal for digital meal plan delivery
- Team management with role-based permissions for multi-coach businesses
- Multilingual support (English, French, Spanish)
Promealplan helps coaches save hours on meal planning while delivering accurate, personalized nutrition plans that improve client satisfaction and retention.
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