Lead generation & needs analysis
Leverage the NaviPlan platform to grow your book of business with robust lead generation and needs analysis tools. Using NaviPlan Guided Retirement, wealth managers can quickly identify retirement savings needs and with the NaviPlan client portal, client onboarding takes just minutes.
Cash flow analysis
Wealth managers can meet the diverse needs of their client base with the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies.
Recommendation & presentation
Guide prospects through their financial plans with engaging visuals and immediately demonstrate the value of recommendations.
Implementation and monitoring
The always-accessible NaviPlan client portal allows clients to monitor and evaluate plan progress and make adjustments with the "explore your options" feature. Account values and net worth items update daily thanks to account aggregation with MX.