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.



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Latest update | NaviPlan 20.3

Our latest update to NaviPlan includes a new account aggregation provider, Morningstar updates, and other enhancements.

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Related resources for financial advisors

Learn how advisors can calm risk-averse investors through the risk tolerance and asset allocation features found in NaviPlan.

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