As the most detailed and versatile financial planning software in the market, NaviPlan® empowers firms to cater their services to any client, from simple goal-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.

Request a trial

Complete the form below to request your trial.


Plan for any client who walks through your door

Comprehensive financial planning software

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.

Lead generation & discovery

Client onboarding should take minutes, not hours. Simplify data gathering and account aggregation with the NaviPlan® client portal and its built-in eFact Finder.

Financial analysis

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:

  • Monte Carlo analysis
  • Cash flow analysis
  • Annuitization strategies
  • Much more


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.

Implementation & monitoring

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.

NaviPlan financial planning software

Unrivaled client experience paired with streamlined compliance

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.

Stay connected with the NaviPlan client portal

NaviPlan client portal

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.

Data security and compliance

Your client data is your most important asset – accept nothing less than the best protection for it.

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:

Lock icon
  • Powerful physical security
  • Multi-point network security structure
  • Strict administrative security
  • Formal incident management policy
Advicent Partner Albridge Logo
Advicent Partner Appcrown Logo
Advicent Partner Morningstar Logo
Advicent Partner Netx 360 Logo
Advicent Partner Schwab OpenView Gateway Logo
Advicent Partner Redtail Logo
Advicent Partner Orion Logo


Streamline workflows and increase productivity through our integrations and partnerships with other industry leaders.

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.

Strategic partners  |  Integrations

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

Elite training and support

Leverage interactive hands-on training and ongoing support to fully integrate our planning application into your business.

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.