The new NaviPlan®

Introducing a new user interface for NaviPlan and a new retirement planning experience that affords firms greater planning flexibility.

Where NaviPlan is headed in 2019

At the recent T3 Advisor Conference, Angela Pecoraro, Chief Executive Officer for industry-leading financial planning technology provider Advicent, outlined a sea change currently underway across the financial planning industry - a new era that her team believes will come to be defined as the Third Wave of financial planning.

According to Pecoraro, this Third Wave is defined by three attributes: a greater synthesis between the cash flow and goals-based models that defined the prior two waves of planning; increased adoption of planning software that provides greater autonomy and configurability to advisors in regards to how they plan; and a proliferation of planning experiences that manifest themselves across numerous digital touchpoints without sacrificing plan comprehension.

To prepare advisors for this Third Wave, Advicent has debuted an entirely new user interface for NaviPlan as well as a new retirement assessment tool powered by NaviPlan. These two major releases–both scheduled for 2019–support a long-term vision for greater configurability provided to those leveraging the NaviPlan platform.

Read the full press release >

Explore the new look



New Retirement Experience

The new NaviPlan retirement experience will provide firms of all size the ability to engage both new and existing clients in a retirement conversation after obtaining just a single income data point. From there, NaviPlan will leverage smart assumptions to help illustrate the client's living, leisure, and healthcare expenses across three distinct phases of retirement.



Net Worth

The new NaviPlan user experience will facilitate greater ease of use and adoption for new and existing users alike. The new interface capitalizes on cutting-edge design standards to make the entire planning process easier to navigate.



Cash Flow

The new user interface will make the most sophisticated planning features within NaviPlan easier to leverage than ever before. Our industry-leading calculation engine is now accessed by an industry-leading front-end experience.



Report Editor

The new NaviPlan user interface will span the breadth of NaviPlan functionality, including our recently-released Report Editor feature. This piece of functionality is unique to NaviPlan and allows you to create stunning new reports and customize your firm's story and client experience.

Embracing the Third Wave of financial planning

We have entered a new Third Wave of financial planning in 2019 where previously separate philosophies have started to merge and work alongside client-facing FinTech innovations to elevate the advice provided by advisors.

Are you ready for the newest wave of the financial planning practice?

View the whitepaper >

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