Naviplan Reviews
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Write a ReviewJoel S
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.
Samantha F
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.
CF
Consultant in Financial Services
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.
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