Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers large financial institutions to cater their services to any client, from simple goal-based assessments to advanced cash flow planning analysis.
NaviPlan client portal
Built on the most precise calculation engine in the financial planning market, NaviPlan scales to meet the diverse needs of any enterprise organization.
NaviPlan is uniquely suited to adhere to your enterprise compliance needs. Plan creation, auditing, and delivery are made simple and easy to deploy with custom workflows throughout the application.
The NaviPlan client portal delivers a seamless digital experience and can be i-framed into existing digital environments.
Deliver digital planning experiences that lead to action-oriented results. Leverage industry-leading NaviPlan APIs to build fully customized self-directed planning experiences for clients and prospective clients alike.
The NaviPlan Presentation Module allows enterprise organizations to customize and create planning experiences that empower advisors while ensuring home office compliance.
Home office compliance
Firms of all sizes often struggle with inefficient financial planning processes, which can lead to many problems throughout an organization. The NaviPlan Presentation Module provides repeatable planning experiences designed for any client interaction.
Ensure each planning engagement is home office compliant with standardized presentations designed to maximize results.
Advicent professional services have years of experience implementing custom back office integrations and workflows for enterprise organizations.
NaviPlan APIs enable firms to deliver custom applications that acquire and educate clients, deepen relationships, and improve efficiency. This is made possible by providing a fully customizable, integrated, and differentiated experience. Applications created with our APIs give clients access to information and tools, such as financial plans, personal financial management, account aggregation, secure document sharing, collaboration tools, and more.
The interactive NaviPlan client portal gives clients unhindered access to their financial plans and expedites the onboarding process through its eFact Finder. Deliver a seamless digital experience while maximizing value in face-to-face meetings.
Digital fact finding
Utilize the Presentation Module editor to create custom experiences that directly reflect the story of your firm.
Your organization is unique. Leverage NaviPlan APIs to build an equally unique plan delivery experience.
Jumpstart the planning process by implementing the NaviPlan eFact Finder within your organization’s existing portal.
Your client data is your most important asset — accept nothing less than the best protection for it.
NaviPlan is compliant with the internationally recognized standard of excellence for information security, the ISO/IEC 27001 Code of Practice for Information Security Management Systems (ISMS), which independently verifies that NaviPlan has successfully implemented an ISMS that protects the confidentiality, integrity, and availability of your data.
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 NaviPlan, 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 & support page >
Our Partner Experience Program is committed to the ongoing success of every NaviPlan partner. We understand that our software is only as valuable as the return on investment that it provides. Our team of partner experience managers are here to ensure that your organization is getting the most out of your NaviPlan software.
Visit our Partner Experience Program page to learn more.
Integrations with leading technology providers transfer your client data securely, in real time - saving you time and reducing the margin for error. Our integration with MX allows clients to import their accounts and loans from thousands of institutions. Additionally, our strategic partnerships with associations like the FPA and Garrett Planning Network provide discounts to group members.