Articles by Alex Noonan

The rise of robo-advice and increased competition has made the ability to serve any client who walks through your door invaluable. With NaviPlan, the most flexible and accurate financial planning tool in the market, you can service any client by utilizing scalable features of varying complexity.

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​You client has been dazzled by your presentations and financial recommendations, and all they need now is a document that captures all the information in an easy-to-read, referable document. Using NaviPlan client reports, you can provide a scalable, customizable report that is as unique as their financial life.

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Tax season is an incredibly important and busy time for financial advisors. Though this stretch can be high-stress, it is also high-opportunity for a firm hoping to grow their business in the months that follow.

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When many clients think of their retirement needs, they may think of lifestyle expenses, vacations, and late-in-life medical needs. However, a common―yet forgotten―expense is one of poor health that can creep up on a client when they least expect it.

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The Learning Centers in our applications provide you with a diverse assortment of documentation that include basic step-by-step processes, detailed breakdowns of internal calculation processes, video guides, and more.

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High-net-worth clients could potentially use insurance to retain asset values or to reduce estate taxation needs. These individuals may not be aware of such benefits, which can offer a unique opportunity for the inclusion of insurance policies in their financial plans

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Onboarding a new client can be an intensive process with meetings, data collection, and conversations over your client’s goals and dreams.

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From base-level data entry to client presentation, NaviPlan empowers you to give your clients the planning scenarios they need to accomplish their financial goals.

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