Cash flow planning
No comprehensive financial plan is complete without cash flow analysis. NaviPlan is the industry leader in cash flow planning, lending greater accuracy to plan success and goal recommendations.
- Lead generation and goal discovery
- Account aggregration
- Collaborative planning
- Digital fact finder
- Analysis and recommendation
- Advanced tax planning
- Asset allocation & risk tolerance
- Business planning
- Cash flow planning
- Equity compensation
- Estate planning
- Goals-based planning
- Guided Retirement
- Insurance planning
- Monte Carlo analysis
- Retirement income modeling
- Scenario manager
- Implementation and monitoring
- Client portal
- Compliance workflows
- Customizable client reports
