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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Fathom is an AI notetaking platform that records, transcribes, summarizes, and organizes meetings so users can stay focused on the conversation. The platform supports bot-based and bot-free capture, giving individuals and teams flexible ways to capture meeting notes. Fathom provides accurate transcripts, instant summaries, action items, follow-up details, and searchable meeting history. Users can ask questions across meetings, monitor key topics, and turn conversations into next steps for sales, customer success, marketing, and internal teams. Fathom integrates with tools such as Google Meet, Zoom, Microsoft Teams, Gmail, Slack, Salesforce, HubSpot, Notion, Asana, ChatGPT, Claude, Zapier, and public API or MCP workflows. Built for teams and individuals, Fathom helps reduce meeting admin, improve follow-through, and keep important decisions visible.
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Bluedot
Bluedot is a highly accurate AI notetaker that captures, transcribes, and summarizes every meeting, interview, or call without ever inserting a bot into your sessions. It works quietly in the background, recording conversations across any platform and producing clean, structured notes. The tool automatically syncs insights, follow-ups, and summaries to your CRM, Notion, and other connected apps. With support for more than 100 languages, it offers global teams seamless transcription and communication capabilities. Bluedot also provides multiple recording options, including browser capture, desktop recording for Zoom and Teams, and mobile recording for in-person meetings. Trusted by over 50,000 companies, it gives teams of all sizes a fast, reliable way to manage calls, actions, and documentation.
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