Enterprise software solutions tailored for the service and construction industries.
Key features:
Web-based solutions for remote accessIntuitive workflow capabilitiesRobust reporting and dashboardsIntegrated accounting and job costingService management applications
Beyer Blinder Belle is an architecture and planning firm focused on sustainable design and historic preservation.
Key features:
Comprehensive architectural servicesHistoric preservation expertiseAdaptive reuse of buildingsUrban design and planningIntegrated graphic design
Atlanta-based catering and event planning company specializing in culinary experiences.
Key features:
Chef-driven menusExpert event coordinationSustainability practicesCustomizable event planningCatering for large-scale events
B Floral specializes in floral and event design, creating memorable brand activations and experiential events.
Key features:
Custom floral arrangementsFloral installationsEvent production servicesBrand activationsEvent management
Enloop is an online business plan writing software designed to simplify the process of creating and managing business plans.
Key features:
Automated Text WritingFinancial ForecastingReal-time Performance ScorePass/Fail Report and CertificateCountry Currency Formatting
Offsite simplifies corporate retreat planning with curated venues and vendors.
Key features:
Curated marketplace of venues and vendorsExclusive discounts up to 50%End-to-end retreat planning supportCustomizable agendasBudget tracking and on-site coordination
WealthTec provides advanced technology solutions for financial and estate planning.
Key features:
Comprehensive cash flow modelingIncome tax analysis and planningDistributions from qualified retirement plans and IRAsRoth IRA conversionsAdvanced estate planning techniques
The leading estate planning software for wealth management.
Key features:
AI-assisted estate plan builderEstate Health Check™ questionnaireVisual summaries of estate plansDocument creation and updatesTax projections and optimization
The leading estate planning software designed for financial advisors.
Key features:
Document CreationScenario BuilderEster® AI for document summarizationClient progress trackingIntegration with financial platforms
Integrates with:
eMoneyBlack DiamondOrionRedtailSalesforceWealthboxCharles SchwabAddepar
Modern 401(k) plans and crypto solutions for startups and small businesses.
Key features:
Automated administrationFiduciary protectionAccess to cryptocurrency investmentsCustomizable investment optionsHolistic financial advisory services
Integrates with:
Payroll Integration
Automated meal planning service that helps users achieve their dietary goals.
Key features:
Personalized meal plansAutomatic grocery listsCalorie calculatorCustomizable dietary preferencesLeftovers management
Integrates with:
InstacartAmazonFreshWalmart
Your go-to source for vacation planning to Universal, Disney, and Orlando.
Key features:
Discounted theme park ticketsComprehensive vacation planning resourcesExclusive after-hours park experiencesDetailed online encyclopedia for Universal OrlandoCommunity support through social media
Free tierFrom $149.95/month
Financial planning software designed for modern financial advisors.
Key features:
Dynamic Retirement PlanningThoughtful Tax PlanningBlueprint™ VisualsSnapshot™ Plan SummariesCash Flow Maps
Integrates with:
Morningstar Advisor WorkstationNitrogenRedtailSmartOfficeWealthboxAltruistAPEX Fintech SolutionsAxos Advisor Services
Global leader in hotel site selection and meeting planning services.
Key features:
Global reach with local expertiseProprietary database for property intelligenceManagement of RFPs and venue evaluationsNegotiation of contracts and pricingAccess to exclusive rates and promotions
Leading conflict-free retirement plan recordkeeper serving small businesses and their employees.
Key features:
Prospecting EngineBenchmarking ToolkitGlobally Managed AccountsPaperless Enrollment MaterialsERISA 3(38) Fiduciary Solutions