From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door.
Lead generation & goal discovery
Cash flow analysis
Recommendation & presentation
Implementation & monitoring
Client onboarding should take minutes, not hours. Simplify data gathering with the NaviPlan client portal and its built-in eFact Finder.
Leverage the strength of NaviPlan calculations across unlimited scenarios including private corporations, insurance recommendations, detailed tax analysis, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies.
The intuitive NaviPlan Presentation Module takes client meetings to the next level. Guide prospects through their financial picture and immediately demonstrate the value of your recommendations with engaging visuals.
The always-accessible NaviPlan client portal allows clients to monitor and evaluate plan progress and make adjustments with the "explore your options" feature. The vast client report library in NaviPlan also accommodates clients who prefer traditional resources.
The interactive NaviPlan client portal gives clients unhindered access to their financial plans and expedites the onboarding process through its eFact Finder. Deliver a seamless digital experience while maximizing value in face-to-face meetings.
Collaborative fact finder
Access plan anywhere
Empower your clients to enter their information digitally with the eFact Finder to accelerate the onboarding experience.
Give your clients access to their financial plan anytime, anywhere. Clients can manually adjust contributions and time horizons to see how they can impact their goal coverage.
The NaviPlan Presentation Module helps advisors collaboratively deliver financial advice and quickly demonstrate the value of their recommendations to their clients. Presentation Module also helps firms ensure a compliant planning process.
The road to retirement
Planning to protect
Cash flow planning
Client goal identification
It all starts with a plan. Build a collaborative financial strategy to accomplish your clients’ retirement goals.
Explore your clients’ finances and goals to build trust in your insurance recommendations.
Help your client take control of their personal finances. Utilize the powerful cash flow capabilities of NaviPlan to help your clients achieve their goals.
NaviPlan offers nine unique presentations to help guide your clients through complex financial conversations.
The NaviPlan Client Report Editor allows advisors to create custom reports by choosing from hundreds of NaviPlan report components including charts, graphs, and more. With messaging that can be edited to meet a firm's unique brand and more meaningful report packages, advisors are able to tailor their advice to a client's specific needs.
To add the Client Report Editor to your current NaviPlan experience, contact us >
Leverage interactive hands-on training and ongoing support to fully integrate our planning application into your business.
You are focused on your clients and your financial plans, not the latest technology. That is where our support staff comes in. We will get you trained to use our financial planning software in the way that best fits your business, but support does not stop with training. We will be there to answer questions and teach you best practices for continued success. Here at NaviPlan, we are committed to your success from implementation and beyond.
We offer custom product configuration based on your practice and professional guidance through videos, reference guides, and functional documents to further engage with the newest product features.
For more information, visit our training & support page >
Your client data is your most important asset — accept nothing less than the best protection for it.
NaviPlan is compliant with the internationally recognized standard of excellence for information security, the ISO/IEC 27001 Code of Practice for Information Security Management Systems (ISMS), which independently verifies that NaviPlan has successfully implemented an ISMS that protects the confidentiality, integrity, and availability of your data.