Cash flow planning
No comprehensive financial plan is complete without cash flow analysis. NaviPlan is the industry leader in cash flow planning, lending greater accuracy to plan success and goal recommendations.
- Analysis and recommendation
- Advanced tax planning
- Asset allocation & risk tolerance
- Cash flow planning
- Goals-based planning
- Guided Retirement
- Insurance planning
- Monte Carlo analysis
- Retirement income modeling
- Scenario manager
- Implementation and monitoring
- Client portal
- Compliance workflows
- Customizable client reports
- Lead generation and goal discovery
- Collaborative planning
- Digital fact finder
- Business planning
