Attract more prospects
The goals-based planning functionality of NaviPlan helps firms cater their services to attract a broader client base that can later be scaled into a full, comprehensive financial plan as needs evolve.
Goal assessments
NaviPlan allows advisors to quickly engage clients with a variety of goals-based planning modules including retirement, insurance, and education planning snapshots. Improved visibility encourages clients to save more and grow more to meet their goals.
Scalable advice
As client needs evolve, NaviPlan allows advisors to easily promote a simple, goals-based plan into a more comprehensive planning experience without the need to re-enter data.
Related resources for financial advisors
Grow your book of business by attracting new prospects with the efficient, accurate goals-based planning functionality of NaviPlan.