Overview

About NaviPlan

NaviPlan empowers firms to cater their services to any client, from simple goal-based to advanced cash flow planning. Alongside its precise calculation engine, NaviPlan offers a wide range of functionality, including comprehensive planning centered on detailed tax analysis, advanced estate planning, modeling various alternative plan scenarios, and an optional client portal. It is also flexible enough to produce quick, goal-based assessments in a matter of minutes.

At a glance

Software information

Industries served, licensing and the support NaviPlan provides.

Licensing

Quote Based

Support

Phone
Email
Online (Ticket)
Business Hours

Training

Help Guides
Video Guides
Blogs
Webinars
Whitepapers
On-Site Training

Knowledge Base

Help Guides
Video Guides
Blogs
Webinars
Whitepapers
On-Site Training

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Capabilities

NaviPlan features

The full feature set, grouped by module.

Wealth Management Software

Asset Reporting
Client Portal
Data Import/Export
Investment Tracking
Performance Measurement
Portfolio Management

Financial Planning Software

Accounting Integration
Consolidation/Roll-Up
Expenditure Tracking
Investment Management
Risk Management

Investment Management Software

Client Portal
Fund Management
Investment Tracking
Modeling & Simulation
Risk Management

Plans

NaviPlan pricing

Free Version

Payment Frequency

Quote Based

Vendor pricing page

Media

Screenshots & video

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