Advicent NaviPlan
Comprehensive financial planning software for detailed client advice and scenario modeling.
Overview
Advicent NaviPlan is a financial planning software designed to help advisors create detailed, customizable financial plans for their clients. It supports comprehensive scenario modeling, cash flow analysis, and goal tracking to assist in delivering personalized financial advice.
The platform offers robust tools for retirement planning, tax analysis, and investment strategy, enabling advisors to address complex client needs. NaviPlan integrates with various data sources and custodians to streamline client data management and plan updates.
Advicent NaviPlan is used by financial advisors, wealth managers, and private banking professionals to enhance client engagement and improve planning accuracy.
Key Features
- + Detailed cash flow and scenario modeling
- + Comprehensive retirement and tax planning
- + Customizable client reports and presentations
- + Integration with custodial and CRM systems
- + Goal tracking and risk analysis
- + Multi-currency and multi-jurisdiction support
- + Data aggregation and client data management