NaviPlan by InvestCloud Logo

Advicent is now part of InvestCloud.

NaviPlan Features

Discover the wide range of capabilities of NaviPlan, the most precise financial planning software in the market.

 

Explore Naviplan Features

NaviPlan Latest Release

Latest update | NaviPlan 24.1

Read the release details.

Elite training and support

Leverage interactive hands-on training and ongoing support to fully integrate our planning application into your business.

You are focused on your clients and your financial plans, not the latest technology. That is where our support staff comes in. We will get you trained to use our financial planning software in the way that best fits your business, but support does not stop with training. We will be there to answer questions and teach you best practices for continued success. Here at NaviPlan, we are committed to your success from implementation and beyond.

We offer 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.

Data security and compliance

Your client data is your most important asset — accept nothing less than the best protection for it.

NaviPlan is compliant with the internationally recognized standard of excellence for information security, the ISO/IEC 27001 Code of Practice for Information Security Management Systems (ISMS), which independently verifies that NaviPlan has successfully implemented an ISMS that protects the confidentiality, integrity, and availability of your data.

Integrations

Streamline workflows and increase productivity through our integrations and partnerships with other industry leaders.

Integrations with leading technology providers transfer your client data securely, in real time – saving you time and reducing the margin for error. Our integration with MX allows clients to import their accounts and loans from thousands of institutions. Additionally, our strategic partnerships with associations like the FPA and Garrett Planning Network provide discounts to group members.