Digital fact finder

The NaviPlan eFact Finder allows clients to start the financial data collection process digitally, allowing advisors to spend less time entering data and more time demonstrating their expertise.

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


Accelerate client onboarding

Empower your clients to enter their financial data digitally with the electronic fact finder.
 


Gain insight

Discover your clients’ held-away assets via gamified goal setting and account aggregation.
 


Expedite financial data collection

Save time on data collection by allowing clients to link accounts and loans from thousands of institutions.
 


Expedite financial plan review

Make annual financial plan reviews easy with the pre-populated eFact Finder for existing planning clients.
 

Latest update | NaviPlan 21.0

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

Read the release details

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