Who Uses This Software?

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


Average Ratings

1 Review
  • 5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $2,195.00/year
  • Pricing Details
    one year contract paid quarterly
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

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

About NaviPlan

As the industrys most powerful and flexible financial planning application, the NaviPlan financial planning software allows you to accommodate all client needs, from simple to sophisticated. NaviPlan is the financial services industry leader for detailed tax planning, advanced solutions, and ultra high-net-worth clients, yet it is flexible enough to produce quick, goal-based assessments on the fly.


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NaviPlan Features

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

NaviPlan Reviews Recently Reviewed!

Perfect Tool for Financial Advisors

Apr 15, 2017
5/5
Overall
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
Likely
Extremely
Likely

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.