NaviPlan CRM from InvestCloud

Integrated CRM capabilities within the NaviPlan financial planning platform, featuring client data management, task tracking, and document storage. Seamlessly connects client relationship data with financial planning information for a unified advisor experience.

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Product analysis by function

Client Relationship Management (CRM) Systems for Wealth Management

Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.
More Client Relationship Management (CRM) Systems More Wealth Management ...

Client Data Management
(0 Yes /0 Known /12 Possible features)

Compliance & Security
(0 Yes /0 Known /11 Possible features)

Workflow Automation & Task Management
(0 Yes /0 Known /11 Possible features)

Communication & Engagement
(0 Yes /0 Known /11 Possible features)

Reporting & Analytics
(0 Yes /0 Known /10 Possible features)

Integration & API
(0 Yes /0 Known /10 Possible features)

Onboarding & Client Portal
(0 Yes /0 Known /10 Possible features)

Mobile & Accessibility
(0 Yes /0 Known /10 Possible features)

Performance & Scalability
(0 Yes /0 Known /10 Possible features)

User Experience & Customization
(0 Yes /0 Known /10 Possible features)

Support & Vendor Reliability
(0 Yes /0 Known /10 Possible features)

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Contact Information Storage Store and manage comprehensive client contact details including address, phone number, and email.		No information available
Document Management Ability to upload, categorize, and retrieve client-related documents (KYC, agreements, etc.).		No information available
Custom Data Fields Add and configure custom fields for unique client data relevant to advisory practices.		No information available
Data Validation Automated checks to ensure accuracy and completeness of client data.		No information available
Client Segmentation Tag and segment clients based on demographic, behavioral, or portfolio criteria.		No information available
Bulk Data Import/Export Import/export client data in bulk with standardized formats (e.g., CSV).		No information available
Data Encryption Secure encryption of client data both at rest and in transit.		No information available
Duplicate Detection Automatic identification and handling of duplicate client records.		No information available
Timestamped Records Automatic recording of when client data is added or modified.		No information available
Record Capacity The maximum number of client records the CRM can manage efficiently.		No information available
Data Retention Policies Customizable rules for data retention and deletion based on regulations.		No information available
Data Backup Frequency How often client data is backed up.		No information available

Audit Trail Maintain a timestamped log of system and user actions for all client records.		No information available
Role-based Access Control Granular user permissions based on staff roles to restrict sensitive information access.		No information available
Two-Factor Authentication System supports 2FA for user login to enhance security.		No information available
GDPR/CCPA Compliance Features to support compliance with global data privacy regulations.		No information available
Automated Regulatory Reports Automated generation of regulatory compliance reports.		No information available
KYC/AML Integration Built-in or integrated tools for Know Your Customer (KYC) and Anti-Money Laundering (AML).		No information available
Access Log Retention Length of time access logs are stored.		No information available
Encryption Standards Implementation of industry-standard encryption (e.g., AES-256).		No information available
Data Masking Sensitive information is masked from non-authorized users.		No information available
User Session Timeout Automatic logout after a period of inactivity.		No information available
IP Whitelisting Restrict platform access to specified IP addresses.		No information available

Automated Task Assignment Automatically assign tasks to appropriate team members based on workflow rules.		No information available
Task Templates Predefined templates for common processes (onboarding, reviews, etc.).		No information available
Reminders and Alerts Set and automate reminders/alerts for meetings, tasks, renewals, and deadlines.		No information available
Approval Workflows Built-in workflows for approval processes (e.g., compliance checks).		No information available
Calendar Integration Synch tasks and appointments with calendars (e.g., Outlook, Google).		No information available
Workflow Customization Users can define custom workflows suitable for specific advisory business processes.		No information available
Task Tracking Track task progress, completion, and assignment status in real-time.		No information available
Task Notification Methods Multiple notification channels supported (email, SMS, in-app).		No information available
Concurrent Task Capacity Maximum number of simultaneous tasks the system can manage efficiently.		No information available
Recurring Tasks Support for scheduling automatic recurring tasks.		No information available
Delegation Capabilities Ability to delegate tasks to other users, with notification and tracking.		No information available

Email Integration Send and receive client emails from within the CRM.		No information available
SMS Messaging Ability to send SMS notifications and messages to clients.		No information available
Call Logging Record call notes and attach to client records.		No information available
Meeting Scheduling Integrated tools to schedule meetings and send calendar invites.		No information available
Marketing Automation Create and automate personalized email and marketing campaigns.		No information available
Document E-signature Facilitate secure electronic document signing within the platform.		No information available
Engagement Analytics Track and report on all client interactions to analyze engagement.		No information available
Mass Communication Capacity Maximum number of contacts reachable in a single mass communication (e.g., newsletter).		No information available
Communication Archiving Retention and searchability of all historical communications.		No information available
Multi-Channel Support Support for omnichannel communications (email, phone, chat, etc.).		No information available
Communication Templates Pre-defined and customizable templates for rapid communication.		No information available

Customizable Dashboard Configurable dashboards that display key data and KPIs.		No information available
Report Builder Interactive tools to design, customize, and generate reports.		No information available
Pre-built Report Library Access to a repository of standard financial/advisory reports.		No information available
Visual Analytics Charts, graphs, and data visualization tools for insights.		No information available
Export Reports Export report data to PDF, Excel, CSV, etc.		No information available
Automated Report Scheduling Automatic generation and delivery of reports at set intervals.		No information available
Real-Time Data Updates Reports are refreshed with live data.		No information available
Drill-down Analysis Ability to drill down from summary to detailed views in reports.		No information available
Custom Metric Tracking Track and analyze key metrics unique to the advisory firm.		No information available
Report Retention Period How long generated reports are stored and accessible.		No information available

Portfolio Management System Integration Direct integration with third-party portfolio management tools.		No information available
Email/Calendar Integration Synchronize with major email and calendar providers.		No information available
APIs for Customization Robust APIs for custom integrations with internal or third-party tools.		No information available
Webhooks Support Support for webhooks to react to real-time data and events.		No information available
Data Import/Export APIs APIs for bulk data migration in/out of the CRM.		No information available
Zapier/IFTTT Integration Integration with automation services like Zapier or IFTTT.		No information available
Open Banking Integration Support for connecting transaction data via Open Banking APIs.		No information available
e-Signature Integration Pre-built integrations with digital signature platforms.		No information available
Integration Capacity Number of simultaneous third-party integrations supported.		No information available
Integration Setup Time Average setup time for connecting a new integration.		No information available

Digital Onboarding Workflow Step-by-step guided onboarding process for new clients.		No information available
Online Form Support Create, share, and process digital forms for profile completion and KYC.		No information available
Client Portal Access Secure online portal for clients to access portfolios, documents, and communication.		No information available
Real-Time Application Status Tracking Clients can view onboarding progress and outstanding items.		No information available
Portal Customization Ability to brand and customize the client portal experience.		No information available
Client Self-Service Features Clients can update contact info, upload documents, and schedule meetings via portal.		No information available
E-signature Within Portal Clients can sign and submit required forms digitally through the portal.		No information available
Portal Login Methods Supports multi-factor and/or social login to the portal.		No information available
Portal User Capacity Maximum number of concurrent client portal users.		No information available
Multilingual Support Portal available in multiple languages.		No information available

Mobile App Availability Dedicated mobile apps for iOS and Android devices.		No information available
Responsive Web Design Access CRM via mobile browsers with adaptive layouts.		No information available
Push Notifications Send real-time push notifications to mobile devices.		No information available
Offline Access Some CRM functions are available without an internet connection.		No information available
Screen Reader Compatibility Platform supports screen readers and accessibility tools.		No information available
Mobile Feature Parity Extent to which mobile features match desktop features.		No information available
Device Support Number of device operating systems/browsers supported.		No information available
Accessibility Compliance Level Degree of adherence to accessibility standards (e.g., WCAG 2.1 level).		No information available
Gesture Support Supports touch, swipe, and gesture-based controls on mobile.		No information available
Mobile App Store Ratings Average user rating on major app stores.		No information available

Average Response Time Typical time for system to respond to user actions.		No information available
Uptime Guarantee Percentage of annual uptime guaranteed by SLA.		No information available
Concurrent User Support Number of users who can simultaneously interact with the system without performance loss.		No information available
Data Throughput Amount of data processed per second.		No information available
Database Scaling Support for scaling databases vertically or horizontally.		No information available
Performance Monitoring Tools Tools to monitor, alert, and diagnose performance issues.		No information available
Latency under Load System latency when processing maximum intended workload.		No information available
Geo-Distributed Hosting Option for geographically distributed server infrastructure.		No information available
Load Balancer Support Built-in load balancer or compatibility with external solutions.		No information available
Maximum Scalability Limit Estimated maximum users and records supported without significant redesign.		No information available

Drag-and-Drop Interface User interface supports intuitive drag-and-drop for organizing information.		No information available
Custom Dashboard Widgets Users can create and configure their dashboard widgets.		No information available
White Labeling Custom branding for both internal and client-facing modules.		No information available
Training & Onboarding Resources Availability of guides, tutorials, and training sessions for users.		No information available
Multiple Language Support User interface is available in several languages.		No information available
Accessibility Settings Adjustable settings for color contrast, text size, and other accessibility needs.		No information available
Theme Customization Choose or define custom color schemes and layouts.		No information available
Favorites & Shortcuts Users can create their own navigation shortcuts and favorite features.		No information available
User Feedback Mechanism Built-in channels for users to provide feedback or request improvements.		No information available
User Training Time Average time required to train new users to proficiency.		No information available

24/7 Technical Support Access to technical support at all times.		No information available
Dedicated Account Manager Assignment of a specific support contact for each customer.		No information available
Knowledge Base Access Comprehensive, searchable documentation and FAQs.		No information available
Service Level Agreement (SLA) Guaranteed response and resolution times as per SLA.		No information available
Product Roadmap Visibility Customers can view future product development plans.		No information available
Community Forum Peer-to-peer user community for advice and best practices.		No information available
Onboarding Assistance Hands-on help during implementation and data migration.		No information available
System Status Dashboard Real-time system health and incident reporting.		No information available
Multi-language Support Center Support assistance is available in different languages.		No information available
Average Support Response Time Typical time to first response from support.		No information available

NaviPlan CRM from InvestCloud

Product analysis by function

Client Relationship Management (CRM) Systems for Wealth Management

Client Data Management (0 Yes /0 Known /12 Possible features)

Compliance & Security (0 Yes /0 Known /11 Possible features)

Workflow Automation & Task Management (0 Yes /0 Known /11 Possible features)

Communication & Engagement (0 Yes /0 Known /11 Possible features)

Reporting & Analytics (0 Yes /0 Known /10 Possible features)

Integration & API (0 Yes /0 Known /10 Possible features)

Onboarding & Client Portal (0 Yes /0 Known /10 Possible features)

Mobile & Accessibility (0 Yes /0 Known /10 Possible features)

Performance & Scalability (0 Yes /0 Known /10 Possible features)

User Experience & Customization (0 Yes /0 Known /10 Possible features)

Support & Vendor Reliability (0 Yes /0 Known /10 Possible features)