Who Uses This Software?

Registered Investment Advisors and Broker Dealers of All Sizes who serve Clients of any Size.

Average Ratings

2 Reviews

  • 4 / 5

  • 3.5 / 5
    Ease of Use

  • 3.5 / 5
    Customer Service

Product Details

  • Starting Price
  • Pricing Details
    One-year contract paid quarterly
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
  • Support
    Business Hours

Vendor Details

  • Advicent
  • www.advicentsolutions.com/
  • Founded 2011
  • United States

About NaviPlan

By leveraging the unrivaled calculation engine of NaviPlan, advisors can easily adapt to client needs through comprehensive, detailed plans or quick assessments. Save valuable time with our integrations while putting your clients minds at ease through ISO-certified data security and the most in-depth and precise plans in the industry. Client expectations are on the rise, and NaviPlan enables advisors to keep up with these demands.

NaviPlan Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll & Commissions
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

NaviPlan Reviews Recently Reviewed!

Better solutions out there

Jul 24, 2018

3 / 5
Ease of Use

2 / 5
Features & Functionality

3 / 5
Customer Support

1 / 5
Value for Money

Pros: I dont have much positives to say about naviplan. I suppose the good is that they allow customization for your organization. Larger firms are able to whitelabel the software to fit there individual needs

Cons: It is just not an easy program to use. We have recently switched to eMoney and it is a much better and robust program of planning needs. Naviplan is stuck in the 2000's and fails to keep up with the innovation necessary in the FSI.

Perfect Tool for Financial Advisors

Apr 15, 2017

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not

Pros: Easy to use with a variety of planning options and tools

Cons: Price

Overall: Easy to use and allows you to complete either quick retirement plans or very detailed plans. You can start with the quick plan and the upgrade it to more detailed plans later.