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NaviPlan® and Profiles™

Educate Clients and Plan for Success with the NaviPro® Financial Planning Suite

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Industry-Leading Financial Planning Tools Advisors Can Trust

With the NaviPro® financial planning suite, advisors can take full advantage of two distinct financial planning tools to ensure each client has the most accurate plan. The FINRA-reviewed reports, pre-set asset allocation and regular tax updates are just another perk of working with the best products in the industry.

 

Profiles™ Financial Planning Application

Flexible planning capabilities and engaging reports educate clients and drive action. The Profiles financial planning application is user-friendly, which allows advisors to get up and running quickly, yet potent enough to deliver thorough client plans. Advisors can automatically generate qualified leads with the consumer-facing retirement application, open doors with the interactive presentation module and strengthen company branding with custom logos.

"I had a client come to me...to show me how the projections for his growth in net worth I gave him eight years before came within $200 of the actual amount. The program was worth its weight in gold that day." – Profiles user

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NaviPlan®

Financial Planning Application

  • Precise cash flow engine
  • Advanced estate planning
  • Detailed tax analysis

Profiles™

Financial Planning Application

  • Goals or cash flow-based planning
  • Consumer-facing Retirement Application
  • Sales-oriented interactive Presentation Module

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