Collaborative planning

The NaviPlan Presentation Module helps advisors deliver collaborative financial advice and quickly demonstrate the value of their recommendations to their clients.

More NaviPlan Features
Lead generation and goal discovery
Account aggregation
Collaborative financial planning
Financial fact finder
Analysis and recommendation
Advanced tax planning
Asset allocation & risk tolerance
Business planning
Cash flow planning
Equity compensation
Estate planning
Goals based planning
Guided Retirement
Insurance planning
Monte Carlo analysis
Retirement income modeling
Scenario analysis
Implementation and monitoring
Client portal
Compliance workflow
Custom client reports


Client goal identification

NaviPlan offers nine unique presentations to help guide your clients through complex financial conversations to identify their needs and goals.
 


Organizational efficiency

Firms of all sizes often struggle with inefficient financial planning processes. The NaviPlan Presentation Module provides repeatable financial planning experiences designed for any client interaction.
 


Home office compliance

Ensure each planning engagement is home office compliant with standardized presentations designed to maximize results.
 


Custom integrations

NaviPlan professional services have years of experience implementing custom back office integrations and workflows for enterprise organizations.
 

Latest update | NaviPlan 21.0

Our latest version of NaviPlan delivers annual updates to tax and Morningstar values.

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Encouraging interaction and engagement in the client onboarding process

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