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NaviPlan

Comprehensive financial planning.

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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.
Advicent Solutions

Screenshot & Video

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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

NaviPlan Core Features

Wealth Management

  • Asset Reporting
  • Client Portal
  • Data Import/Export
  • Investment Tracking
  • Performance Measurement
  • Portfolio Management

Financial Planning

  • Accounting Integration
  • Consolidation/Roll-Up
  • Expenditure Tracking
  • Investment Management
  • Risk Management

Investment Management

  • Client Portal
  • Fund Management
  • Investment Tracking
  • Modeling & Simulation
  • Risk Management

NaviPlan Pricing

Pricing Type

  • Contact Vendor

Free Version

  • No

Payment Frequency

  • Quote Based
Vendor pricing page

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