NaviPlan
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NaviPlan is a dynamic financial planning software that helps individuals and businesses achieve their financial goals. With its user-friendly interface features, NaviPlan streamlines the planning process and provides accurate projections for future financial success. Let NaviPlan be your guide to a secure and prosperous future.
NaviPlan by InvestCloud is a complete investment management software that helps financial advisors create tailored and complex financial plans to customers of all wealth levels. The platform combines advanced cash flow planning, estate and trust planning, tax analysis, risk tolerance assessment, and business planning, allowing advisers to meet the complicated financial needs of high-net-worth clients. NaviPlan, with over 300 modular modules, provides a flexible and scalable digital planning environment that aggregates client financial data for smooth, goal-driven planning.
NaviPlan's interactive client site improves client engagement by simplifying onboarding with tools such as the eFact Finder for data collecting and allowing clients to track their plan progress and explore financial possibilities. The software also has a robust presentation tool that allows you to effectively explain the value of recommendations using customisable visuals and reports tailored to unique client needs. Integrations with prominent financial institutions guarantee secure data transmission and real-time updates, allowing financial advisers to streamline workflows, increase productivity, and create personalized wealth management services.
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The top 5 features of NaviPlan include:
NaviPlan serves a wide range of businesses including StartUps, SMEs, Agencies, Enterprises.
NaviPlan is compatible with multiple platforms, Yes, IOS , Android
The top three competitors of NaviPlan are Axys, AJ HYIP and Allvue. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.
Currently, NaviPlan does not offer trial access. However, you can still explore its capabilities through available product demos, feature guides, and customer reviews.
