As the most detailed and versatile financial planning software in the market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based to advanced cash flow planning. Alongside its precise calculation engine, NaviPlan offers a wide range of functionality, including comprehensive planning centered on detailed tax analysis, advanced estate planning, modeling various alternative plan scenarios, and an optional client portal. It is also flexible enough to produce quick, goal-based assessments in a matter of minutes.
Regardless of firm size, the ability to serve an array of client demographics is invaluable. From simple cash flow planning and goal-based assessments to detailed tax analysis and estate planning, NaviPlan has a number of features that empower financial professionals to best serve any client who walks through their doors.
Client onboarding should take minutes, not hours. Simplify data gathering and account aggregation with the NaviPlan® client portal and its built-in eFact Finder.
The NaviPlan® Scenario Manager accommodates a limitless range of intricate financial situations - from modeling Roth conversions to planning an out-of-state retirement.
Scenario Manager is also perfect for:
The intuitive NaviPlan® Presentation Module takes client meetings to the next level. Guide prospects through their financial picture and immediately demonstrate the value of your recommendations.
The always-accessible NaviPlan® client portal allows clients to monitor and evaluate plan progress and adjustments with the "explore your options" feature. The vast client report library in NaviPlan® also accommodates clients who prefer traditional resources.
By using the Presentation Module feature within NaviPlan, advisors are able to efficiently onboard clients and quickly demonstrate their value to prospects during in-person meetings.
With pre-built presentations, you can guide prospects through their financial picture and immediately demonstrate the value you can provide them. The information then pulls directly into NaviPlan, making every fact finding meeting simple, uniform, and efficient.
The interactive NaviPlan client portal expedites the onboarding process through its digital fact finder and also improves ongoing client engagement through its "explore your options" feature. Advisors can now spend less time on administrative tasks and can focus on tasks that increase revenue for the firm — all while clients access their plan data in a quick, secure, engaging manner.
To learn more about our client portal, click here.
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:
Integrations with leading technology providers transfer your client data securely, in real time - saving you time and reducing the margin for error. Our Quovo Custodial Feed integration enables users to connect their experience to a wide range of custodial businesses. Additionally, our strategic partnerships with associations like the FPA and Garrett Planning Network provide discounts to group members.
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
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 financial planning software 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.