Entities

NaviPlan®

Industry
Location
Founding Date
1969

NaviPlan® is an industry financial planning and financial technology software provider, considered as the undisputed leader of detailed financial planning, advanced solutions and ultra-high net worth clients, flexible to produce quick, goal-based assessments on the fly. Built on the most precise calculation engine in the financial planning market, NaviPlan empowers firms to cater their services to any client, from simple goal-based assessments to advanced cash flow planning analysis. The platform equips financial professionals with the ability to best serve any client who walks through their door - from simple goal-based assessments to advanced retirement income scenarios and estate planning. The platform offers custom product configuration based on your practice and professional guidance through videos, reference guides, and functional documents to further engage with the newest product features. NaviPlan is now part of InvestCloud Inc., the world's leading SaaS-based global wealth solutions provider.

NaviPlan® financial planning software is trusted by:

  • 4 of the top 5 Custodians

  • 24 of the top 25 Broker-Dealers

  • 8 of the 10 North American banks

  • The top 4 Global Insurance providers


The platform allows clients to:

  • Give a snapshot of your current finances

  • Project your probability for a successful retirement

  • Reflect progress toward your education goals

  • Conduct cash-flowing planning

  • Assess your insurance needs

  • Describe long-term care coverage needs


NaviPlan® Features

  • Account aggregation

  • Advanced tax planning

  • Asset allocation & risk tolerance

  • Business planning

  • Cash flow planning

  • Client portal

  • Collaborative financial planning

  • Compliance workflow

  • Custom client reports

  • Equity compensation

  • Estate planning

  • Financial fact finder

  • Goals-based planning

  • Guided retirement

  • Insurance planning

  • Monte Carlo analysis

  • Retirement income modeling

  • Scenario analysis