NaviPlan

Sold by : Advicent

What is NaviPlan?

NaviPlan, the top financial planning software on the market. Our latest version, NaviPlan 24.1, is designed to boost revenue and simplify the planning process for firms. Enhanced efficiency and increased client conversion rates make NaviPlan an invaluable tool for achieving business goals. Trust in NaviPlan to streamline your planning procedures and drive success for your firm.

Key Features of NaviPlan

  • Comprehensive Financial Planning
  • Investment Portfolio Analysis
  • Risk Tolerance Assessment
  • Goal Based Planning
  • Cash Flow Management
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Education Planning
  • Insurance Needs Analysis
  • Monte Carlo Simulations
  • Scenario Analysis
  • Client Portal
  • Integration With Financial Institutions
  • Customizable Reports
  • Compliance Support
  • Data Security
  • User Friendly Interface
  • Mobile Access
  • Client Communication Tools
  • Show More

NaviPlan Pricing

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Specifications

NaviPlan FAQ's

The top 5 features of NaviPlan include:

  • Comprehensive Financial Planning
  • Investment Portfolio Analysis
  • Risk Tolerance Assessment
  • Goal Based Planning
  • Cash Flow Management

NaviPlan supports a variety of platforms including: Email.

NaviPlan serves a wide range of businesses including StartUps, SMBs, Mid-Market, Enterprises.

The top three competitors of NaviPlan are Macroaxis, TeamWox and MProfit for Accounting. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

NaviPlan is available exclusively in English, providing a streamlined experience for English-speaking users.

Alternatives of NaviPlan

Macroaxis
TeamWox
MProfit for Accounting
Prospero 365
XStocks
Origin
Buxfer
Bullfinch Wealth Management
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