--- title: "NaviPlan Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about NaviPlan Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/79437/NaviPlan/" page_type: "product" language: "en" --- # NaviPlan Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) NaviPlan ## What is NaviPlan? Built on the most precise calculation engine in the financial planning market, NaviPlan empowers firms to cater their services to any client, from simple goal-based assessments to advanced cash flow planning analysis. ## What is NaviPlan used for? [Investment Management](https://www.capterra.com/investment-management-software/) Overall rating Based on 8 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $2195 Flat Rate, Per Year Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for NaviPlan?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.advicentsolutions.com&name=NaviPlan) ## NaviPlan Overview Updated August 2026 AI summary NaviPlan is a cloud-based investment management solution for organizations of all sizes, offering tools for client management, compliance tracking, and risk management. It includes a client portal and investments tracking, with additional capabilities for fund management and financial modeling. NaviPlan is suitable for businesses seeking planning and analysis tools to support investment advisory and fund operations. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### NaviPlan 4.0 (8) VS. [### Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (265)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting Price $2195 Flat Rate, Per Year Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.5 (8) Ease Of Use 3.6 (265) Value For Money 3.7 (6) Value For Money 3.8 (254) Customer Service 4.1 (7) Customer Service 4.1 (261) ## NaviPlan alternatives [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.6 (38)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) [Human Interest](https://www.capterra.com/p/230513/Human-Interest/) [4.0 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/) Starting price $80.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/230513/Human-Interest/) Highest Rated [Avestor](https://www.capterra.com/p/10024787/Avestor/) [5.0 (9)](https://www.capterra.com/p/10024787/Avestor/reviews/) Starting price $600.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10024787/Avestor/) [DealCheck](https://www.capterra.com/p/205089/DealCheck/) [4.8 (39)](https://www.capterra.com/p/205089/DealCheck/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/205089/DealCheck/) [View all alternatives](https://www.capterra.com/p/79437/NaviPlan/alternatives/) ## FAQs about NaviPlan Overview ### What company size and specific industries is NaviPlan built for? NaviPlan is designed for registered investment advisors and broker dealers of all sizes, supporting firms that serve clients of any size. It fits organizations across the financial advisory and brokerage sectors, from smaller practices to larger firms, where planning tools are needed for client-facing financial services. Features and Usability ### What are the key features of NaviPlan? NaviPlan offers client management, a client portal, compliance tracking, and risk management for investment advisors. It also includes fund management, investments tracking, and modeling & simulation tools for building financial plans and analyzing investment scenarios. Getting Started and Support ### What training and onboarding options does NaviPlan offer? NaviPlan provides live online sessions, webinars, and documentation to help teams get started. Live online sessions support guided setup and direct instruction, webinars offer scheduled group learning, and documentation gives written reference material for self-paced review and feature checks. Getting Started and Support ### What customer support options does NaviPlan offer? NaviPlan provides email/help desk support, a knowledge base, and chat. With no reviewer feedback available on support, user experience details such as response speed, helpfulness, or common frustrations are not established in the catalog data. ## Features AI summary Based on 825 Investment Management reviews Capterra data shows that buyers of Investment Management software rank the following features as their top priorities: - **Performance Metrics** (**38%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**44%**) NaviPlan supports **Investments Tracking**, giving firms a way to monitor holdings and keep portfolio information organized. However, it does not include **Performance Metrics** or **Reporting/Analytics**. Instead, it offers **Client Portal** (**60%**), a feature many reviewers also consider important, providing teams with a central place to share information with clients and helping businesses maintain visibility and communication while managing investment activity. Client Management Manage contact details and communication with clients Client Portal Private online space that lets businesses securely share documents and provide information access to clients Compliance Tracking Track and report regulatory data to either internal management or external stakeholders For Investment Advisors Used by financial advisors and money managers Fund Management Manage allocation and performance of financial assets Investments Tracking Monitor capital allocation and asset prices over time NaviPlan 8 features ### All Features - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - For Investment Advisors: Used by financial advisors and money managers - Fund Management: Manage allocation and performance of financial assets - Investments Tracking: Monitor capital allocation and asset prices over time - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties --- Features 4.0 (8) 4.0 Based on 8 reviews ## Pricing Value for money 3.7 (6) Free Trial Basic $2,195 Flat Rate,Per Year Value for money 3.7 (6) 3.7 Based on 6 reviews ## Support, customer service and training options Customer Service 4.1 (7) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.1 (7) 4.1 Based on 7 reviews ## User reviews Overall rating 4.0 Based on 8 reviews Filter by rating 5(3) 4(3) 3(1) 2(1) 1(0) Mentioned topic Sorted by most recent GR Grace R. Administrative assistant Financial Services ### "Financial planning software" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 December 20, 2022 Pros It can do quite detailed plans that let us and clients see their assets and accounts on a screen, knowing what they can spend and how. Cons It is a learning curve. Hard to use and a bit counter intuitive Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JJ Jonathan J. Certified Financial Planner Financial Services ### "NaviPlan is fantastic for producing Financial Plans for Clients" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 October 7, 2021 Once you get a good handle on NaviPlan, it is a fantastic tool for financial planning. Pros NaviPlan is a fantastic tool to help produce full financial plans for clients. It is very in depth, intuitive and can be updated over time. You have the options to build unique plans for all different types of clients. Cons When getting started with NaviPlan it can be hard to understand and navigate. There are a lot of options and features that can be difficult to use/find. I would recommend doing tutorials so you can get the most out of this great product. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AL Amanda L. CFP Financial Services ### "Naviplan, the good, the bad, the ugly" 2.0 Overall Rating 2.0 2.0 Ease of Use 4.0 4.0 Features 2.0 2.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 January 9, 2020 Overall, eh. Good it you are in love and cannot live without very detailed reports that remind you of excel. If you are looking for a more up to date software I would suggest others. Pros I really like the ability to enter so much detailed data into this software. It is really nice to be able to add most of the details for any financial details. I also really love the quick reports. The itemized cash flow is so nice to have in order to double check your work. Cons Oh Naviplan - I must admit you feel a bit outdated. The software isn't the best for any sort of goals based financial plan. Mostly just plug and chug. Also Naviplan always, always has errors once it goes through a system update. Then they refused to provide you a timeline of when these errors will be fixed. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RL Robert L. Advisor Financial Services ### "Reports are less than ideal to use in a sales meeting" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 4/10 August 12, 2019 Glad I am using something else like Razorplan Pros Detailed analysis and reporting. Easy to input data Cons Easyto create duplication and output errors. Reports are way to detailed to present to clients. Always cherry picked pages to bring in to meetings Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AF Allan F. Portfolio Manager Financial Services ### "Worth the time to learn using the product" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 8, 2019 It is easy to do what-if analysis for clients. It helps us take the client relationship to the next level. Pros Ease of modeling client's future lifestyle Cons The publisher needs to add more customization: ex: TFSA contribution limits need to increase in multiples of $500 per year Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Greg B. Managing Partner Financial Services ### "Not complicated but not simplistic" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 26, 2018 Tech support folks are great and easy to get on the tele. Reports are detailed and plan is highly customizeable. Pros Reports provide the needed analytics and back ground data for each case. Customization almost not even needed. Cons The learning curve on the reports is pretty steep. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Director of Development Financial Services ### "Better solutions out there" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 0/10 July 24, 2018 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BC Bill C. ### "Perfect Tool for Financial Advisors" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 April 15, 2017 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. Pros Easy to use with a variety of planning options and tools Cons Price Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/79437/NaviPlan/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.