NaviPlan
NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
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AmpiFire
We focus on creating, distributing and repurposing content at scale. This allows companies to reach a wider audience without requiring extensive internal resources or expertise. This allows small and medium-sized companies to compete and scale without relying too heavily on paid channels.
Get more targeted buyer traffic through the best and largest traffic source in the World. Brand presence is improved online and conversions are increased across all traffic sources.
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Marloo
Marloo is an innovative AI assistant designed for financial advisers, aimed at automating and simplifying the tedious paperwork and administrative tasks that often take up valuable hours, thus enabling advisers to concentrate on fostering client relationships and engaging in strategic planning. It seamlessly integrates with Outlook or Google Calendar and has the capability to join or record meetings on various platforms such as Teams, Zoom, Google Meet, and Webex, efficiently capturing transcripts, recognizing speakers, and producing precise, templated notes and summaries that reflect the adviser’s unique tone in mere minutes. In addition to generating automatic meeting notes, Marloo is adept at understanding the nuances of financial advice and regulatory language, empowering users to inquire about prior client interactions and documents for immediate responses. Furthermore, it assists in meeting preparation by providing summaries of previous discussions, and automates the creation of follow-up emails, action items, and advice documents that are compliant with firm templates. With Marloo, financial advisers can significantly enhance their productivity and streamline their workflow, ultimately leading to improved client satisfaction and better service delivery.
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Twenty7tec
Twenty7Tec serves as a fintech platform that modernizes and digitizes the processes involved in mortgage, wealth, and protection advice for financial advisers and lenders alike. At the heart of its services is CloudTwenty7, which provides a comprehensive suite of modular tools encompassing features such as mortgage and loan sourcing, submission of applications, customer relationship management (CRM), engagement tools for consumers, and advanced data analytics. This platform allows advisers to efficiently search for and compare a range of mortgage products, including secured loans, bridging loans, and equity release options, based on specific lender criteria and affordability assessments. Furthermore, the application module facilitates the submission of Decisions in Principle or complete mortgage applications directly through the platform, thereby reducing the need for repetitive data entry and the complexities associated with managing multiple systems. It also includes functionalities for managing client cases, improving communication, and ensuring compliance. In addition to these features, Twenty7Tec provides lenders and product providers with valuable analytics, product distribution capabilities, and advertising tools to effectively promote mortgage offerings. This comprehensive approach positions Twenty7Tec as a pivotal player in enhancing the efficiency and effectiveness of financial services in the mortgage sector.
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