Go Beyond Client Expectations with the Industry’s Most Powerful Financial Planning Application

NaviPlan now encompasses the entire client-advisor relationship with the Narrator® Clients portal.

Narrator Clients

This interactive client portal gives advisors and their clients insight into their personal financial plan anytime, anywhere with transparency and guaranteed security. The Narrator Clients portal seamlessly and proactively connects advisors to their clients throughout the client journey with 24/7 accessibility and analytics to inspire action and communication.

Learn more about the client portal

Recently we have started charging fees for our plans. 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

What's new in NaviPlan 16.1

The NaviPlan 16.1 release delivers on a commitment to enrich the client-advisor experience. The introduction of the Narrator® Clients portal combined with enhancements to the "Tracking Your Progress" presentation and client reports enable advisors to more collaboratively update and deliver financial plan information to their client base. New features of NaviPlan 16.1 include:

  • Narrator Clients powered by NaviPlan
  • Updated "Tracking Your Progress" client presentation
  • New "Net Worth Timeline" client reports
  • Enhancements to the User Preferences > Plan Settings
  • Updates to Morningstar capital market assumptions, risk tolerance questionnaire and scoring, and the asset classifier database.
  • Support of Microsoft® Edge in NaviPlan

Read more about the release of NaviPlan 16.1 here or in the NaviPlan 16.1 press release.

Read the press release
Narrator Clients Screenshot
Flexible Reporting

Your Clients Aren’t Identical – Their Reports Shouldn’t Be Either

You know your clients better than we do. Our next-generation reports put you in control of the presentation, featuring:

  • Custom Content upload – add in your own supporting documents or our educational resources from Advisor Briefcase® to further support your clients
  • Drag & Drop Report Re-ordering – present what is most important for each client
  • Semi-regular expenses – account for each client’s most common expenditures
  • Life Insurance Quick Assessment – immediately respond to discovered needs

Find out More Today!

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Easily Adapt to Client Needs with Detailed Plans or Quick Assessments

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 goals-based assessments help you adapt to any needs uncovered in client meetings. Don’t take our word for it – download our NaviPlan® Comparison Document to see what NaviPlan® can do and how your current system compares.

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NaviPlan® Comparison
Client Resources

Prove Your Expertise with Professional Client Resources

  • 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
View a Sample Report

Our Partnerships Save You Time and Money

We’ve partnered with other industry leaders to help you streamline workflows and increase productivity. Integrations with leading technology providers transfer your client data securely, in real time – greatly reducing the likelihood of errors due to manual data entry. Our strategic partnerships with associations like the FPA and Garrett Planning Network provide discounts to group members.

We save 50% of the time per plan we spend entering account data. If we entered position data in our plans, it would be much more.

- NaviPlan® user & integration partner
Data Security

Rest Assured, Your Client Data is Secure

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:

  • Powerful physical security
  • Multi-point network security structure
  • Strict administrative security
  • Formal incident management policy
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We Don’t Just Sell You Software – We Teach You How to Be Successful

You’re focused on your clients and your financial plans, not the latest technology. That’s where our support staff comes in. We’ll get you trained to use our tools the way that best fits your business, but support doesn’t stop with training – we’ll be there to answer questions and teach you best practices for continued success.

Learn more about our commitment to your success on our Advicent Training Page.

When You Get Started:

We offer 5 interactive online sessions to get you started on the right foot.

  • Acquire New Business Using a Retirement Assessment
  • Capture Your Clients’ Net Worth
  • Capture Current Cash Flow and Define Retirement Goal Details
  • Create Comprehensive Customized Retirement Goal Solutions
  • Use Advanced NaviPlan® Features

When You Have Questions:

We won’t leave you on your own once the implementation process is over. Our Partner Support team at Advicent is here to answer questions and help you problem solve.

“Not only do I get my problems solved, I get 100% professional and courteous service. I wish all tech support departments I dealt with were half as good.” -Advicent Partner

To Help You Grow:

We're here to help you execute better. Our experienced team of thought leaders will make sure you know what's changing in the industry and how to adjust your strategies to be even more successful. We offer you:

  • Expert-led Take Action Webinars
  • Functional Documents and videos in your NaviPlan® Learning Center
  • Exclusive Advicent LinkedIn® Partner Group
  • Monthly Partner Newsletters

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