Why InvestCloud
Unifying the worlds of managed accounts, advisor solutions, and private markets into a single, connected ecosystem.
NaviPlan
Financial Planning Software Solutions
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.
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.
Comprehensive Financial Planning Software
There are countless paths to every client goal. Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis.
Lead generation and goal discovery
Client onboarding should take minutes, not hours. Simplify data gathering and account aggregation with the NaviPlan client portal and its built-in eFact Finder.
Collaborative fact finder
Empower your clients to enter their information digitally with the eFact Finder to accelerate the onboarding experience.
Client goal identification
NaviPlan offers nine unique presentations to help guide your clients through complex financial conversations.
Planning to protect
Explore your clients’ finances and goals to build trust in your insurance recommendations.
The road to retirement
It all starts with a plan. Build a collaborative financial strategy to accomplish your clients’ retirement goals.
Cash flow planning
Help your client take control of their personal finances. Utilize the powerful cash flow capabilities of NaviPlan to help your clients achieve their goals.
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
Deliver a seamless digital experience
Technology that Connects People, Systems, and Possibilities
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.
Account aggregation
Save time on data collection by allowing your clients to import their accounts and loans from thousands of institutions. 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.
Cash flow analysis
Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies.
Implementation & monitoring
The always-accessible NaviPlan client portal allows clients to monitor and evaluate plan progress and make adjustments with the “explore your options” feature. The vast client report library in NaviPlan also accommodates clients who prefer traditional resources.
Recommendation & presentation
The intuitive NaviPlan Presentation Module takes client meetings to the next level. Guide prospects through their financial picture and immediately demonstrate the value of your recommendations with engaging visuals.
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.
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. Editable, brand-aligned messaging and more meaningful report packages give advisors the flexibility to tailor advice to each client’s unique needs.
Elite Training and Support
You are focused on your clients and your financial plans, not the latest technology. That is where our support staff comes in. Leverage interactive hands-on training and ongoing support to fully integrate our planning application into your business.
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.
Firms Who Implemented NaviPlan Experienced
15
%
Increase In Annual Revenue Per Client
20
%
Increase In Prospect Conversion Rate
35
%
Faster Financial Plan Creation
Integrations & Partnerships
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.
