Overview
Advicent Solutions
NaviPlan empowers firms to cater their services to any client, from simple goal-based to advanced cash flow planning. Alongside its precise calculation engine, NaviPlan offers a wide range of functionality, including comprehensive planning centered on detailed tax analysis, advanced estate planning, modeling various alternative plan scenarios, and an optional client portal. It is also flexible enough to produce quick, goal-based assessments in a matter of minutes.
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Core Features
Wealth Management Features
  • Asset Reporting
  • Client Portal
  • Data Import/Export
  • Investment Tracking
  • Performance Measurement
  • Portfolio Management
Financial Planning Features
  • Accounting Integration
  • Consolidation/Roll-Up
  • Expenditure Tracking
  • Investment Management
  • Risk Management
Investment Management Features
  • Client Portal
  • Fund Management
  • Investment Tracking
  • Modeling & Simulation
  • Risk Management
Pricing
Pricing Type
Contact Vendor
Free Version
No
Payment Frequency
Quote Based
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
Support
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
  • Whitepapers
  • On-Site Training
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