NaviPlan

NaviPlan

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What is NaviPlan?

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.

Key Features of NaviPlan

  • Risk Management
  • Compliance Reporting
  • For Investment Advisors
  • Client Portal
  • Modeling & Simulation
  • Fund Management
  • Client Management

NaviPlan Pricing

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NaviPlan Specifications

Software Accessible: Cloud Based
Run On Mobile Browser: Yes
Offers Free Trial: No
Payment Options: Monthly, Yearly
Life Time Free Plan: No
APIs Available: No
Customization Possible: No
Device Support: Api, Customization, Mobile Support, Web App, Windows
Mobile Platforms: Yes
Available Support: Email
Desktop Platforms: Yes
Languages Available: English
Company Details
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Company Name Advicent
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NaviPlan FAQ's

The top 5 features of NaviPlan include:

  1. Risk Management
  2. Compliance Reporting
  3. For Investment Advisors
  4. Client Portal
  5. Modeling & Simulation

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.

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