UF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"NaviPlan used in Financial Services"
What do you like best about Naviplan?
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.
What do you dislike about Naviplan?
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.