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Wealth & Private Banking › Financial Planning & Advice › Financial Planning Software
NaviPlan
Comprehensive financial planning software for detailed client analysis and advice.
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Overview
NaviPlan is a financial planning software designed to provide detailed and customizable financial plans for advisors and their clients. It supports complex financial scenarios including retirement, estate, tax, and investment planning.
The software offers a modular approach allowing advisors to tailor plans to individual client needs with robust cash flow modeling and scenario analysis. It is widely used by financial advisors, wealth managers, and private banking professionals.
NaviPlan integrates client data management with advanced reporting tools to help advisors deliver clear and actionable financial advice.
Key Features
- + Detailed cash flow modeling
- + Comprehensive retirement planning
- + Tax and estate planning modules
- + Scenario and what-if analysis
- + Customizable client reports
- + Multi-currency and multi-jurisdiction support
- + Integration with CRM and portfolio management systems
Integrations
SalesforceRedtail CRMOrion Advisor ServicesMorningstareMoney
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