About NaviPlan
NaviPlan is a powerful and mature financial planning solution designed primarily for professional advisors and large financial institutions.
NaviPlan Details
Vendor
NaviPlan
Year Launched
Location
USA
Deployment
cloud
Training Options
live online
Countries Served
All Countries
Languages
English
Users
Financial Advisors, Investment Planners, Wealth Managers, Retirement Planners, Insurance Agents
Industries Served
Financial Services, Banking, Insurance, Wealth Management
Tags
Investment Management, Financial Planning, Retirement Planning, Wealth Management, Financial Advisor, Estate Planning, Tax Planning, Scenario Analysis
NaviPlan's In-App Market Place
Does NaviPlan have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
AUD ($), CAD ($), EUR (€), GBP (£), USD ($)
Pros & Cons
- Advanced cash flow forecasting enables accurate long-term financial decision-making for advisors and clients
- Strong integration capabilities allow seamless connection with CRM, portfolio, and financial data systems
- Robust reporting and visualization tools enhance client communication and professional presentation quality significantly
- Scalable platform suitable for large financial institutions managing diverse and complex client portfolios
- User interface can feel outdated and less intuitive compared to newer cloud-native financial planning platforms
- Limited language support restricts usability in non-English-speaking regions without customization efforts
- Implementation and onboarding process can be complex requiring training and technical assistance for optimal usage
- Lacks a built-in marketplace for easily adding third-party extensions or additional modular features