Comprehensive financial planning software for advisors.
"NaviPlan is a comprehensive financial planning solution designed for financial advisors and institutions. It enables advisors to create detailed, goal-based financial plans, model various scenarios, and deliver personalized advice to clients. Firms use NaviPlan to streamline the financial planning process, enhance client engagement, and demonstrate the value of their services."
"NaviPlan empowers financial advisors with robust planning tools to create comprehensive financial plans and deliver personalized advice to clients."
How NaviPlan integrates into institutional RIA stacks.
Verified native integrations connecting to NaviPlan
Actionable business intelligence for RIA operational excellence.
Simplified 401(k) implementation and management for RIAs.
Comprehensive held-away asset management for RIAs.
Unlock client loyalty with data-driven engagement.
AI-powered client engagement for modern RIAs.
AdvicePay: Modern billing for modern financial advisors.
