Naviplan Reviews & Product Details

Naviplan Overview

What is Naviplan?

Advicent is the financial planning technology partner of choice for over 140,000 financial professionals across over 3,000 firms worldwide, including four of the top five custodians, 24 of the top 25 broker-dealers, seven of the top 10 North American banks, and the top four global insurance companies. Through our innovative products and services, we help thousands of financial professionals and their clients understand and impact their financial future. Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goal-based assessments to advanced cash flow planning analysis.

Naviplan Details
Website
Languages Supported
English, French
Product Description

Financial planning application


Seller Details
Seller
Advicent
Company Website

Overview Provided by:
Show More

Naviplan Screenshots

Answer a few questions to help the Naviplan community
Have you used Naviplan before?
Yes

Naviplan Reviews

Write a Review
Filter reviews
LinkedIn®
Connections
Showing 3 Naviplan reviews
Showing 3 reviews
Filter Reviews
Filter Reviews
Sort by
Ratings
Company Size
User Role
All Industries
Region
Already have Naviplan?
Write a Review
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

Using Naviplan, we have modeled different financial scenarios for our clients and run Monte Carlo scenarios to illustrate the clients probability of success in any given scenario. I have found the visuals to be very helpful when discussing the analysis with clients. Review collected by and hosted on G2.com.

Show More
Show Less
Executive Assistant Office Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

It calculates and visualizes how different strategies will affect the outcome of a clients retirement plan. This is an incredible selling tool for any adviser if you have the money to invest in it, it is worth it. It will be sure to impress. Review collected by and hosted on G2.com.

Show More
Show Less
CF
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

Naviplan helps me make recommendations for client account. Produces beautiful reports and uses useful information Review collected by and hosted on G2.com.

Show More
Show Less

There are not enough reviews of Naviplan for G2 to provide buying insight. Below are some alternatives with more reviews:

1
Joist Logo
Joist
3.9
(23)
Create estimates, send invoices, manage projects, and record payments from your iPad, iPhone, Android, and the web.
2
MoneyGuidePro Logo
MoneyGuidePro
4.1
(17)
Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.
3
MicroAcquire Logo
MicroAcquire
4.9
(23)
MicroAcquire helps startups find buyers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen.
4
Accounting CS Logo
Accounting CS
3.5
(22)
Accounting CS puts your write-up, trial balance, payroll compliance, and client accounting software on a single platform, creating powerful connections between clients, information, and applications.
5
Logix Financial Planning Logo
Logix Financial Planning
3.5
(5)
Finance Logix provides financial planning software solutions to Broker-Dealers, Registered Investment Advisor (RIA), and other financial service providers.
6
HomeBudget Logo
HomeBudget
4.0
(17)
HomeBudget is an expense tracker designed to help you budget, track and possibly control your monthly expenses at home. HomeBudget provides an integrated set of features to help you manage your expenses and cash flow.
7
Simple Logo
Simple
4.4
(15)
With Simple, you get a stylish Simple Visa Card, no surprise fees, and powerful budgeting and savings tools built right into your account all accessible via web, iPhone, and Android.
8
LendingClub Logo
LendingClub
3.1
(12)
Lending Club is an online credit marketplace, using technology to lower the cost of the traditional banking system.
9
Covisum Social Security Timing Logo
Covisum Social Security Timing
4.7
(8)
Social Security Timing will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction.
10
fi360 Toolkit Logo
fi360 Toolkit
4.3
(6)
The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.
Show More