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Advicent is now part of InvestCloud.

There are countless paths to every client goal.

Financial Planning
Software Solutions

Comprehensive financial planning software

From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door.

NaviPlan Client Portal Collaborative Fact Finder
Lead Generation and Goal Discovery
Cash Flow Planning
Recommendation and presentation
Implementation and Monitoring

Lead generation & goal discovery

 
NaviPlan Overview Cash Flow Analysis
Lead Generation and Goal Discovery
Cash Flow Planning
Recommendation and presentation
Implementation and Monitoring

Cash flow analysis

 
Naviplan overview slider recommendation presentation
Lead Generation and Goal Discovery
Cash Flow Planning
Recommendation and presentation
Implementation and Monitoring

Recommendation & presentation

 
NaviPlan Overview Slider Implementation and Monitoring
Lead Generation and Goal Discovery
Cash Flow Planning
Recommendation and presentation
Implementation and Monitoring

Implementation & monitoring

 

Explore NaviPlan Features

Deliver a seamless digital experience

The interactive NaviPlan client portal gives clients unhindered access to their financial plans and expedites the onboarding process through its eFact Finder. Deliver a seamless digital experience while maximizing value in face-to-face meetings.

NaviPlan Client Portal Account Aggregation Image
Account Aggregation
Collaborative Fact Finder
Access plan anywhere

Account aggregation

 
NaviPlan Client Portal Collaborative Fact Finder
Account Aggregation
Collaborative Fact Finder
Access plan anywhere

Collaborative fact finder

 
NaviPlan Client Portal Access Plan Anywhere
Account Aggregation
Collaborative Fact Finder
Access plan anywhere

Recommendation & presentation

 

NaviPlan Guided Retirement

The NaviPlan Guided Retirement tool is a new assessment in NaviPlan that helps advisors provide visually interesting financial needs analysis after entering only one data point – income.

Demonstrate the value of recommendations

The NaviPlan Presentation Module helps advisors collaboratively deliver financial advice and quickly demonstrate the value of their recommendations to their clients. Presentation Module also helps firms ensure a compliant planning process.

Naviplan presentation module road to retirement
The road to retirement
Planning to protect
Cash Flow Planning
Client Goal Identification

The road to retirement

 
Planning to protect featured image
The road to retirement
Planning to protect
Cash Flow Planning
Client Goal Identification

Planning to protect

 
Cash Flow Planning - InvestCloud
The road to retirement
Planning to protect
Cash Flow Planning
Client Goal Identification

Cash flow planning

 
Naviplan presentation module client goal identification
The road to retirement
Planning to protect
Cash Flow Planning
Client Goal Identification

Client goal identification

 

Create custom reports

The NaviPlan Client Report Editor allows advisors to create custom reports by choosing from hundreds of NaviPlan report components including charts, graphs, and more. With messaging that can be edited to meet a firm’s unique brand and more meaningful report packages, advisors are able to tailor their advice to a client’s specific needs.

Naviplan presentation module custom reports

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.

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.

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.