# NaviPlan Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is NaviPlan the right Investment Management solution for you? Explore 8 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/79437/NaviPlan/reviews --- NaviPlan 4 (8) [View alternatives](https://www.capterra.com/p/79437/NaviPlan/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of NaviPlan Ease of use 3.5 Customer Service 4.1 ## Showing most helpful reviews Showing 1-8 of 8 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Greg B. Managing Partner Financial Services Used the software for: 2+ years ### "Not complicated but not simplistic" November 26, 2018 5.0 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 RL Robert L. Advisor Financial Services Used the software for: 2+ years ### "Reports are less than ideal to use in a sales meeting" August 12, 2019 4.0 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 AL Amanda L. CFP Financial Services Used the software for: 2+ years ### "Naviplan, the good, the bad, the ugly" January 9, 2020 2.0 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 Cons Oh Naviplan - I must admit you feel a bit outdated.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 GR Grace R. Administrative assistant Financial Services Used the software for: 1-2 years ### "Financial planning software" December 20, 2022 4.0 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 JJ Jonathan J. Certified Financial Planner Financial Services Used the software for: 2+ years ### "NaviPlan is fantastic for producing Financial Plans for Clients" October 7, 2021 4.0 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 VR Verified Reviewer Director of Development Financial Services Used the software for: 2+ years ### "Better solutions out there" July 24, 2018 3.0 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 AF Allan F. Portfolio Manager Financial Services Used the software for: 1-2 years ### "Worth the time to learn using the product" January 8, 2019 5.0 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 BC Bill C. Used the software for: ### "Perfect Tool for Financial Advisors" April 15, 2017 5.0 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 Similar Products Featured ## Related categories [Investment Management](https://www.capterra.com/investment-management-software/)