Money Tree Easy Money Power Planner is a financial planning software solution that works with retirement plans and identifies their weaknesses. While assessing clients, the program can determine each one’s individual needs and calculate all net worth.
emX Pro is a financial planning software solution that is designed to work with clients throughout their entire lives. As users enter clients’ financial data into the program, it can create visualizations for cash flow, set financial goals and milestones and generate what if scenarios for potential cash-related problems.
Money Tree Software Golden Years Cash Flow is a tax planning software solution that charts out all tax-related expenses accrued during retirement. As retired clients come in for consultation, users can build plans containing information on life events, income sources and expenses. From there, the program can calculate all taxes associated with these plans and run simulations to ensure that clients have enough money going forth.
MoneyGuidePro is a financial planning software solution that bankers can use to forecast their location’s profitability across the year. As customers come in with requests for college, healthcare and retirement planning, the program can start to establish financial milestones and goals for clients.
m-hancments Bank Reconciliation is a financial management software solution that makes it easy to reconcile bank statements within Microsoft Dynamics. Each time a financial statement comes in, the program can verify all listed transactions by cross-referencing them with Dynamics data.
AccelerationSOW is a procurement software solution that controls all resources that go into company projects. The program is compatible with most standard company billing options and provides visibility over all cash flow for open projects.
Transcepta eInvoicing is an e-invoicing software solution that works with currently active accounting platforms to maintain all payables. At the start, users tell their suppliers to send company invoices to the Transcepta team through email or fax.
m-hancements Purchase Management is a financial management software solution that helps organize the user’s spend and more effectively manage the purchasing process. The solution works throughout the order lifecycle with vendors.
Tradogram is a cloud-based supply chain management software solution that is designed to help managers monitor and improve the purchasing process. The solution offers a Negotiation Platform that allows users to receive quotes from suppliers and send counter offers.
RedPoint Planning is a financial management software solution that reports on financials and ROI from marketing campaigns. The software can use a number of prepackaged measurement tools to compare actual results against forecasts to see how much ROI is achieved.