Asset allocation & risk tolerance

Asset allocation and risk tolerance preferences in NaviPlan enable advisors to assess their clients’ tolerance for risk, and build suggested portfolios to accomplish client goals.



Risk tolerance questionnaire

Advisors are able to build customized advice according to their clients unique scenario and comfort level with risk.





Test different scenarios

With the scenario manager in NaviPlan, advisors can demonstrate the impact of different portfolios and their impacts on goal coverage.





Visualize asset allocation

Through a variety of report and presentation options, advisors can easily visualize a client’s asset allocation with clear graphics.



NaviPlan 20.1 release laptop thumbnail

Latest update | NaviPlan 20.1

Our latest version of NaviPlan includes new client reports to support client estate planning needs.

Read the release details

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