NaviPlan®

NaviPlan® is an industry financial planning and financial technology software provider, considered as the undisputed leader of detailed financial planning, advanced solutions and ultra-high net worth clients, flexible to produce quick, goal-based assessments on the fly. 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. The platform equips financial professionals with the ability to best serve any client who walks through their door - from simple goal-based assessments to advanced retirement income scenarios and estate planning. The platform offers custom product configuration based on your practice and professional guidance through videos, reference guides, and functional documents to further engage with the newest product features. NaviPlan is now part of InvestCloud Inc., the world's leading SaaS-based global wealth solutions provider.