Naviplan Reviews & Product Details

You are able to enter very detailed information including variables like inflation and future dated changes, which creates a very accurate financial plan. It can be quite complex. Review collected by and hosted on G2.com.

It is hard to learn, definitely not the most user friendly. It can be hard to find where specific types of information get entered and how to make sure it is totally accurate. Review collected by and hosted on G2.com.

Naviplan is extremely flexible and can produce a plethora of documents that can illustrate almost anything you need. Using the foundational plan tool to illustrate retirement funding is great. Review collected by and hosted on G2.com.

Often it can be more than you need. Illustrations can be confusing for clients and controlling what data is used in the illustrations can be esoteric and hard to track. Often explaining the assumptions you're making in their financial plan can be very confusing to clients. Review collected by and hosted on G2.com.

It lets you see all of a client's accounts in one place, and calculate potential options for financing. Information on retirement, loans, accounts, bills, income, its all there and able to be utilized for calculating goals. Review collected by and hosted on G2.com.

It isn't very user friendly, it is a bit difficult to figure out how to navigate all of the different areas you can use, and even being taught by people who use it regularly, there seem to be inconsistencies such as the program randomly labeling couples as single. Review collected by and hosted on G2.com.

Simple interface yet a lot of detail you can add-in. You can be very simple with the tool or go super detailed, depending on your client's circumstances. Review collected by and hosted on G2.com.

It can be a bit complicated if going into super detailed-level, but just needs a bit of practice and training to get used to. Review collected by and hosted on G2.com.

It is a very powerful financial planning software tool that provides a lot of great information and reports that can be reviewed and analyzed to ensure clients are able to achieve their financial goals and dreams. Review collected by and hosted on G2.com.

It is a bit clunky and there are many variables that need to be adjusted/entered to ensure the financial analysis is accurate. It is not very user friendly and is not a good tool to be client facing. Review collected by and hosted on G2.com.

I've been using Naviplan for about 6 years now and it has come a long way. It is an incredibly in depth financial planning tool that has an abundance of tools and reports including Monte Carlo. It includes up to date tax information based on your location. Investment account can be entered individually with separate rates of return and it will show the possible affects of re-balancing and re-investment strategies. Naviplan shows Side by side financial comparisons between strategies so clients can see the benefits or downfalls of each. It can be used for any client although we tend to use it for only high net worth clients. Review collected by and hosted on G2.com.

My only real complaint about Naviplan is the way the Corporations revenue flows through. We deal with a lot of Medical Professionals that have Professional Corporations and the cash flow does not work the way we need it to. That being said, they have or are introducing Private Corporations in a new module but the pricing is already high and we have not decided if it is worth it. Review collected by and hosted on G2.com.

The depth of the tool in regards to collecting client information Review collected by and hosted on G2.com.

It's clunky and time consuming to create new clients. Also, the recommendation feature could use more autonomy. Review collected by and hosted on G2.com.