From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips wealth managers to provide detailed financial analysis and expand their services to a broader book of business.
Lead generation & needs analysis
Cash flow analysis
Recommendation & presentation
Implementation & monitoring
Leverage the NaviPlan platform to grow your book of business with robust lead generation and needs analysis tools. Using NaviPlan Guided Retirement, wealth managers can quickly identify retirement savings needs and with the NaviPlan client portal, client onboarding takes just minutes.
Wealth managers can meet the diverse needs of their client base with the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies.
Guide prospects through their financial plans with engaging visuals and immediately demonstrate the value of recommendations.
The always-accessible NaviPlan client portal allows clients to monitor and evaluate plan progress and make adjustments with the "explore your options" feature. Account values and net worth items update daily thanks to account aggregation with MX.
This small, private wealth advisory practice manages an impressive $130 million of assets, however, its advisors were restricted from growing the business due to the significant time commitments required to produce comprehensive plans in its previous financial planning tool.
Results trusted by this private wealth advisory practice include:
increased prospect conversion
rates by 30 percent
increased number of
prospects by five percent
increased revenue by up to
$15,000 per client
With the NaviPlan client portal, RIAs are able to provide clients with unhindered access to their financial plans. Additionally, the NaviPlan client portal expedites the data-gathering process to make the most out of each client meeting.
Access plan anywhere
Collaborative fact finder
Save time on data collection by allowing your clients to import their accounts, assets, and liabilities from thousands of financial institutions.
Clients can take ownership of their goals with the interactive “explore-your-options” feature.
Empower your clients to enter their information digitally with the eFact Finder to accelerate the data-gathering experience.
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 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.