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NaviPlanNaviPlan

As the industry’s most powerful and flexible financial planning application, the NaviPlan® financial planning software allows you to accommodate all client needs, from simple to sophisticated. NaviPlan is the financial services industry leader for detailed tax planning, advanced solutions, and ultra high-net-worth clients, yet it is flexible enough to produce quick, goal-based assessments on the fly.

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Client expectations are on the rise. Can you keep up?

Comprehensive planning

Produce the most in-depth, sophisticated, and precise plans in the industry.

NaviPlan is built to produce the most precise plans, no matter what your planning needs are. Its detailed cash flow analysis, regular tax updates, and Monte Carlo scenario simulation calculations will keep your clients’ plans up to date and accurate, while its modular and goal-based assessments help you adapt to any needs uncovered in client meetings.

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Reporting and presentations

  • Use pre-built, iPad®-compatible presentations to explain planning for retirement, education, and more
  • Educate clients with easy-to-understand next-generation reports
  • Show clients their options and include them in the decision-making process
  • Find new clients online and pre-qualify prospects with the NaviPlan Leads generation tool

Narrator Clients powered by NaviPlan

Narrator Clients 

Narrator® Clients, the new interactive client portal from Advicent, offers advisors and their clients insight into their personal financial plan anytime, anywhere with transparency and security. Narrator Clients seamlessly and proactively connects advisors to their clients throughout the client journey, with 24/7 accessibility to their financial plan.

Click here to learn more about Narrator Clients.

 

Data security and compliance

Your client data is your most important asset – accept nothing less than the best protection for it.

Advicent tools are compliant with the internationally recognized standard of excellence for information security, the ISO/IEC 27001:2005 Code of Practice for Information Security Management Systems (“ISMS”). This certification verifies that Advicent has successfully implemented an ISMS that provides a solid framework for initiating, implementing, maintaining and managing information security within the organization, including:

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  • Powerful physical security
  • Multi-point network security structure
  • Strict administrative security
  • Formal incident management policy
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Integrations

Streamline workflows and increase productivity through our integrations and partnerships with other industry leaders.

Integrations with leading technology providers transfer your client data securely, in real time - saving you time and reducing the margin for error. Additionally, our strategic partnerships with associations like the FPA and Garrett Planning Network provide discounts to group members.

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When we were in the market for software, we wanted a package that we felt could substantiate a fee in the high-net-worth market. NaviPlan allows us to compete at the highest level.

- NaviPlan user

Elite training and support

Leverage interactive hands-on training and ongoing support to fully integrate our planning application into your business.

You are focused on your clients and your financial plans, not the latest technology. That is where our support staff comes in. We will get you trained to use our tools in the way that best fits your business, but support does not stop with training. We will be there to answer questions and teach you best practices for continued success. Here at Advicent, we are committed to your success from implementation and beyond.

We offer custom product configuration based on your practice and professional guidance through videos, reference guides, and functional documents to further engage with the newest product features.

For more information, visit our training page.