Advanced cash flow planning, tax-sensitive retirement strategies, estate planning, Monte Carlo simulations, side-by-side scenario comparisons, client portal, and API integrations with third-party applications.
More about Advicent (NaviPlan)
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
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Comprehensive Cash Flow Modeling Ability to create detailed cash flow projections for clients over multiple years and scenarios. |
NaviPlan is well-known for its advanced cash flow modeling for detailed projections across multiple years/scenarios. | |
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Goal Tracking Tracks progress toward financial goals like retirement, education, or large purchases. |
Goal tracking, particularly for retirement and education, is a key capability promoted by NaviPlan. | |
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What-if Scenario Analysis Simulates various scenarios (market changes, life events) to assess plan robustness. |
"What-if" scenario comparisons and stress tests are core NaviPlan features (side-by-side scenario comparisons). | |
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Tax Planning Supports tax-efficient strategies within the financial plan. |
NaviPlan advertises 'tax-sensitive strategies', and supports tax planning as a significant differentiator. | |
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Estate Planning Tools Provides modules to handle wills, trusts, and other estate planning components. |
NaviPlan includes estate planning analysis and document generation. | |
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Retirement Planning Projections Provides in-depth analysis and projections for retirement needs and distributions. |
Advanced retirement planning projections are a core feature (retirement needs forecasting and distribution strategies). | |
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Asset Allocation Recommendations Generates investment allocation based on risk tolerance and client profile. |
Asset allocation recommendations are provided within plan outputs based on risk profiles. | |
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Debt Management Tracks, projects, and suggests strategies for managing liabilities. |
Debt management (liabilities and paydown strategies) is included, though not as a primary focus. | |
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Education Planning Modules Includes features to facilitate college or education funding strategies. |
Education planning (college planning) modules are standard in NaviPlan. | |
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Balance Sheet Generation Generates current and projected balance sheets for clients. |
Generates client balance sheets as part of comprehensive plans. | |
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Financial Plan Versioning Stores and manages multiple versions of financial plans for comparison over time. |
NaviPlan supports storing/manging multiple saved versions of a client's financial plan. | |
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Plan Update Frequency How often financial plan data can be updated (real-time, daily, etc). |
No information available | |
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Monte Carlo Simulation Runs probability-based simulations for plan outcomes. |
Monte Carlo simulations are explicitly mentioned as a key planning and risk analysis feature. | |
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Insurance Needs Analysis Assesses client’s coverage in areas like life, health, and disability insurance. |
Provides insurance needs analysis including life, health, disability insurance requirements. |
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Bank Account Aggregation Ability to securely aggregate client account data from multiple banks. |
Offers bank account aggregation with secure connections to multiple financial institutions. | |
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Investment Account Aggregation Supports data feeds from investment custodians and brokerage accounts. |
Supports investment account feeds from many custodians/brokerages. | |
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Integration with CRM Connects seamlessly with popular customer relationship management systems. |
Integration with Salesforce and other CRM systems is supported via APIs/third-party connections. | |
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Integration with Portfolio Management Systems Links to portfolio management/trading systems for synchronized data flows. |
NaviPlan integrates with several portfolio management systems and tools. | |
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APIs Availability Availability of robust APIs for custom data integrations. |
Strong API availability for custom and partner integrations is documented. | |
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Document Management Integration Integrates with external DMS (e.g., SharePoint, Google Drive) for document storage. |
Integrates with external DMS (like SharePoint and Box) for document storage/management. | |
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Real-Time Data Refresh Ability to refresh external account data in real time. |
Bank/brokerage data is refreshed in real time or via daily feeds depending on institution and partner. | |
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Data Aggregation Speed The average time to aggregate/update external account data. |
No information available | |
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Custom Data Import/Export Enables manual data import/export (CSV, Excel) for flexibility. |
Manual data import/export is supported, especially CSV/Excel format for onboarding or reporting. | |
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Open Banking Integration Supports integration using Open Banking protocols for increased compatibility. |
NaviPlan advertises open banking integrations to increase compatibility with multiple banks. | |
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Third-Party FinTech Integration Compatible with popular FinTech tools (budgeting apps, robo-advisors, etc). |
Third-party fintech integrations (e.g., budgeting, digital advice) are supported with API and partner connectors. |
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Custom Report Generation Ability to generate tailored reports for client meetings. |
NaviPlan offers custom report generation and printable output for client/advisor meetings. | |
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Pre-built Report Templates Includes a library of ready-to-use report formats. |
Includes a library of standard/pre-built templates for common financial reports. | |
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Data Visualization Tools Provides dashboards and charts for visual representation of financial data. |
Dashboards/charts/visualization tools are a key part of NaviPlan's UI/UX. | |
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Automated Report Scheduling Enables automatic, periodic generation and delivery of reports. |
NaviPlan can automate delivery and scheduling of standard client/advisor reports. | |
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Comparative Analysis Compares historical, current, and projected financial states for clients. |
Provides historical vs. projected vs. actual comparative analysis in plan output. | |
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Regulatory Reporting Compliance Generates reports compliant with relevant financial regulations (SEC, FINRA, etc). |
No information available | |
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Customizable Dashboards Allows users to configure personalized analysis dashboards. |
Dashboards can be customized by user/advisor to suit specific analysis preferences. | |
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Exportable Reports Supports exporting reports in common formats (PDF, Excel, etc). |
Reports/output can be exported as PDFs/Excel files. | |
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Client Portal Reporting Allows clients to access/view reports online within a secure portal. |
Clients can view plans/reports in a secure online portal. | |
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Actionable Alerts Sends notifications based on key report analytics and triggers. |
Actionable alerts and plan notifications are available for client and advisor via the portal/email. | |
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Report Generation Speeds The average time taken to generate a standard complex report. |
No information available |
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Intuitive User Interface Software is easy to navigate with a modern UI/UX design. |
Regularly promoted as intuitive and modern user interface. | |
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Mobile App Availability Availability of companion apps for iOS and Android devices. |
Mobile app and mobile portal access are supported for iOS and Android. | |
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White-Label Customization Allows firms to brand the platform with their colors and logo. |
No information available | |
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Multilingual Support Software and documentation are available in multiple languages. |
No information available | |
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Accessibility Standards Compliance Meets standards such as WCAG 2.1 for accessibility to users with disabilities. |
No information available | |
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Client Portal Features a dedicated, secure portal for client access. |
Client portal is a headline feature of NaviPlan. | |
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Role-Based Access Controls Supports permission settings by user type or role. |
Role-based access control is available for advisors, support staff, and clients. | |
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Multi-Tenant Support Allows large firms with sub-teams to use a single instance. |
No information available |
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Encryption in Transit/At Rest Data is encrypted both in transit and when stored. |
NaviPlan states that all data is encrypted both in transit and at rest. | |
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Multi-Factor Authentication Supports two-factor or multi-factor authentication for all users. |
Multi-factor authentication is available for enhanced client/advisor platform security. | |
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Audit Logging Maintains comprehensive logs of all system activity for auditing. |
Comprehensive audit logs are maintained for compliance and security. | |
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Data Residency Options Allows organizations to choose geographic location of data storage. |
Data residency can be configured for US, Canada, or specific global enterprise deployments. | |
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SOC 2/ISO 27001 Certification Holds security certifications such as SOC 2 or ISO 27001. |
Advicent (NaviPlan) carries SOC 2 certification and aligns with ISO 27001. | |
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GDPR/CCPA Compliance Enables compliance with privacy regulations like GDPR or CCPA. |
The platform enables compliance with privacy regulations such as the GDPR and CCPA. | |
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User Session Timeout Automatic session expiration after a period of inactivity. |
Supports configurable session timeouts and automatic expiration after inactivity. | |
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Penetration Testing Frequency Number of security penetration tests conducted per year. |
No information available | |
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Data Backup Frequency Frequency at which client data is securely backed up. |
No information available |
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Secure Messaging Provides an encrypted messaging system for advisor-client interactions. |
Secure advisor-client communication is built into the portal. | |
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Advisor Notes/Annotations Allows advisors to make notes directly within client files or plans. |
Advisor can annotate and document notes directly within each client's file. | |
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Task Assignment & Tracking Assigns and tracks action items for clients or team members within the platform. |
Task assignment and tracking is supported within workflows for both client and firm participants. | |
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Document Collaboration Supports co-editing and feedback features on financial documents. |
No information available | |
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Client Onboarding Workflow Features streamlined, automated workflows for new client onboarding. |
Client onboarding workflow automation is highlighted in NaviPlan documentation. | |
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Email Integration Connects with major email platforms for enhanced communication. |
Supports email communication integration for workflow and notifications. | |
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Digital Signature Integration Supports e-signatures for important documents within planning workflows. |
Supports digital signatures with third-party integrations for document workflows. |
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Personalized Client Dashboards Allows each client’s platform view to be customized to their needs. |
Portal dashboards can be personalized for each client. | |
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Goal-Based Planning Tools Interactive modules for clients to set, adjust, and monitor their own goals. |
Clients can interactively set and monitor goals through the portal. | |
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Educational Content Library Provides curated financial literacy and education materials for clients. |
Educational content (blogs, literacy resources) is available for clients. | |
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Automated Financial Health Checkups Presents periodic summary insights and health checks to the client. |
Automated financial 'health checkups' and summary notifications are offered through the portal. | |
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Client Engagement Analytics Tracks client logins, interactions, and resource use. |
Client logins, document views, and interactions are tracked for engagement analytics. | |
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Personalized Notifications Delivers actionable, tailored push or email notifications to clients. |
Personalized push/email notifications are delivered to clients regarding plan status and events. |
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ESG Portfolio Planning Allows for incorporating environmental, social, and governance factors in investment plans. |
No information available | |
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Business Owner Planning Tools Specialized features for business succession, liquidity planning, and exit strategies. |
No information available | |
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Complex Trust/Estate Strategies Ability to model GST, CRT, GRAT, ILITs, and similar advanced trust structures. |
No information available | |
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Insurance Product Modeling Supports modeling of complex insurance instruments, including variable life and annuities. |
No information available | |
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Stock Option & Equity Compensation Planning Helps model and optimize corporate compensation (RSUs, ISOs, NSOs, etc). |
No information available | |
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Multi-Jurisdiction Planning Handles planning for clients with assets, income, or heirs in multiple tax jurisdictions. |
No information available | |
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Complex Tax Strategy Modeling Simulates AMT, NII tax, and other complex tax impacts on plans. |
No information available | |
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Currency Support Number of supported global fiat currencies for multi-jurisdiction planning. |
No information available |
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Concurrent User Support Maximum number of simultaneous advisor/client users supported. |
No information available | |
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High Availability Uptime Guarantee The percentage of planned uptime annually. |
No information available | |
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Data Storage Capabilities Maximum supported data storage per client or firm. |
No information available | |
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Geographically Distributed Servers Uses data centers in multiple regions for reliability and speed. |
No information available | |
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Latency for Core Functions Average latency for critical operations (cash flow calculations, report generation). |
No information available |
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24/7 Support Availability Provides always-on client and advisor tech support. |
Phone and online support is available 24/7 for advisors and clients. | |
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Dedicated Account Management Assigns account managers for onboarding and ongoing support. |
Account managers are assigned for onboarding and ongoing client support. | |
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Online Knowledge Base Maintains searchable, up-to-date product documentation and training resources. |
Comprehensive online knowledge base and help center is available. | |
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In-Platform Tutorials Interactive, self-guided tours and tooltips for new features. |
In-platform tutorials/tooltips are provided for user onboarding and adoption. | |
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Response Time SLA Guaranteed support response time for critical issues. |
No information available | |
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Community Support Forums Active online forums for user collaboration and troubleshooting. |
User community forums are available for collaboration and troubleshooting (NaviPlan community and Advicent support forums). |
Integrated tools for client communications including secure messaging, video conferencing, email management with compliance archiving, and scheduled client review management.
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Email Integration Supports seamless sending and receiving of emails within the system. |
NaviPlan integrates with Outlook and other email clients as noted in API integration and partner documentation. | |
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Secure Messaging Provides a secure, encrypted messaging portal for clients and advisors. |
No information available | |
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SMS Notifications Ability to send alerts and updates via SMS. |
No information available | |
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VoIP Calling Includes support for Voice over IP calls through the platform. |
No information available | |
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Video Conferencing Offers built-in video meeting tools for virtual consultations. |
No information available | |
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Mobile App Access Clients and advisors can access communications via mobile applications. |
Client portal and mobile access is directly listed in NaviPlan capabilities. | |
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Chatbot Support Automated chatbots provide responses and support for common queries. |
No information available | |
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Document Sharing Allows for secure exchange of files and documents. |
Secure document sharing is referenced as available within the client portal. | |
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Client Portal Self-service online portal for clients to access communication records. |
Client-facing portal is listed as a feature by Advicent for NaviPlan. | |
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Push Notifications Supports push notifications to keep clients updated in real time. |
No information available | |
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Multi-Channel History Tracks full history of communications across all channels in one timeline. |
No information available | |
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Fax Integration Enables electronic receipt and sending of faxes. |
No information available |
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End-to-End Encryption Ensures all communication is encrypted during transit and at rest. |
Security documentation from Advicent references encryption in transit and at rest. | |
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Audit Trail Complete logging of communications for transparency and compliance. |
Audit trail capability is required for compliance and documented as present in support and compliance resources. | |
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Access Controls Granular user permissions for accessing client data and messages. |
Role-based and permissioned model for access is referenced in API and support documentation. | |
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Data Retention Policies Automated management of data lifecycle in line with regulations. |
Data retention policy controls are claimed as part of compliance features on the official website. | |
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Two-Factor Authentication Adds a secondary authentication step for enhanced access security. |
Support documentation describes optional 2FA for advisor logins. | |
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Regulatory Compliance Certifications Meets key frameworks (e.g., FINRA, GDPR). |
Advicent claims adherence to SOC2, GDPR, and other compliance frameworks. | |
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Message Archiving Ability to archive all client communications for legal review. |
All communications, documents, and plan changes can be archived as referenced in technical FAQs. | |
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Secure File Transfer Facilitates sending files using encrypted transfer technology. |
Documents and sensitive data are transferred with secure upload/download mechanisms as stated in product datasheets. | |
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Single Sign-On (SSO) Enables unified login for users with enterprise credentials. |
Single Sign-On via SAML/SSO is mentioned as available in enterprise deployments. |
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Automated Client Onboarding Speeds up and standardizes the process of bringing new clients onboard. |
NaviPlan offers guided workflows and streamlined onboarding as part of client setup. | |
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Template Messaging Provides reusable templates for common communications. |
No information available | |
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Task Assignment Allows tasks triggered by client communications to be auto-assigned within teams. |
Tasks and process automation are referenced in advisor workflow documentation. | |
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Meeting Scheduler Automatically schedules meetings based on advisor/client availability. |
The system has an integrated meeting scheduler that syncs to advisors’ calendars. | |
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Follow-up Reminders Automatically triggers reminders for client follow-ups and outstanding items. |
No information available | |
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Document Request Automation Automates requests and reminders for needed documents. |
No information available | |
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Custom Workflows Allows custom automation rules for various communication processes. |
API documentation provides for building custom automation and integrations. | |
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Bulk Messaging Sends communications in bulk to groups of clients as needed. |
No information available | |
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Integrated Signature Collection Automates electronic signature requests in workflow processes. |
eSignature integration is listed in the list of NaviPlan partner solutions. |
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CRM Integration Directly links with popular Client Relationship Management platforms. |
CRM integrations with Salesforce, Redtail, etc. are described in product marketing materials. | |
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Calendar Integration Sync communications and appointments with calendar software. |
Outlook, Office365, and other calendar integrations mentioned in documentation. | |
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Document Management Integration Connects with leading document storage solutions. |
Document management integration (ShareFile, Box, etc.) available via API connections. | |
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Client Data Sync Real-time syncing of client profiles with third-party systems. |
Client profile synchronization with partner CRMs is a promoted feature. | |
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APIs for Custom Extensions Provides public or private APIs for custom feature extensions. |
APIs available for building custom integrations and features, documented for developers. | |
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Accounting System Integration Links to bookkeeping and accounting software. |
No information available | |
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eSignature Platform Integration Compatible with leading electronic signature tools. |
Integration with DocuSign and other eSignature providers is officially supported. | |
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Mail Merge Integration Supports personalized communications with data merge features. |
No information available | |
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Third-Party Secure Storage Integration Ability to store or back up communications securely to external locations. |
External secure storage is supported via integrations (e.g. Box, OneDrive). |
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Custom Email Domains Allows customization of sender domains for branding. |
No information available | |
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Personalizable Client Portals Client-facing portals can be branded and customized. |
No information available | |
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Role-Based Views Different interfaces or dashboards for advisors, admins, and clients. |
User roles for advisor, admin, and client views are described in solution architecture materials. | |
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Conditional Logic in Workflows Use of conditional statements in automations. |
No information available | |
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Scalable User Licensing Easy addition/removal of users as the organization grows. |
User licensing is tiered/scalable per user/admin guides. | |
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Localization Options Support for multiple languages and local regulations. |
No information available | |
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Custom Branding of Notifications Ability to brand system notifications with company logos, color palettes, etc. |
No information available | |
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API Rate Limits Maximum allowed API calls per hour. |
No information available |
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Real-Time Status Tracking Clients can monitor request/progress status updates in real time. |
Client portal and status tracking are described as part of the client experience features. | |
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Advisor Availability Indicators Shows live status of advisor (available, offline, etc.). |
No information available | |
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Feedback and Rating Tools Allows clients to rate and provide feedback on service. |
No information available | |
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Multilingual Support Allows communications to be provided in multiple languages. |
Product materials indicate language selection for client-facing portals and reports. | |
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24/7 Automated Support Chatbot or helpdesk support available around the clock. |
No information available | |
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Proactive Client Alerts Automatically informs clients of important events or deadlines. |
Automated notifications alert clients of planning milestones and document requirements. | |
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Accessibility Features Supports accessible communication (screen readers, enlarged text, etc.). |
No information available | |
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Customizable Notification Preferences Clients set their preferred channel and frequency for updates. |
No information available |
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Response Time Tracking Measures the average time to respond to client inquiries. |
No information available | |
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Message Volume Analytics Tracks the number of messages sent/received. |
No information available | |
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SLA Compliance Reporting Reports on meeting Service Level Agreements for communications. |
No information available | |
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User Activity Dashboards Displays user participation in communications. |
No information available | |
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Error/Error Rate Tracking Monitors failed delivery or communication errors. |
No information available | |
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Automated Report Scheduling Automatic generation/distribution of reports. |
No information available | |
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Downloadable Data Allows export of communication logs and reports for offline analysis. |
Allows advisors to export data and reports for compliance and client review. |
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Mobile Push Alerts Notifies users via mobile apps. |
No information available | |
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Fully Responsive Design Interfaces adapt cleanly to all device types and sizes. |
Web and mobile app interfaces are both highlighted as responsive in marketing documentation. | |
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Offline Message Drafting Allows composing communications offline to send later. |
No information available | |
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Remote Access Security Includes additional protections when accessing remotely. |
No information available | |
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Multi-Device Sync Seamless data sync across desktop, tablet, and mobile. |
APIs and supported mobile apps allow for multi-device sync. |
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User-Friendly Interface Intuitive design for both advisors and clients. |
Interface is designed for advisors and clients; ease-of-use is repeatedly emphasized by vendor. | |
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Onboarding Tutorials Built-in tutorials guide new users. |
Guided onboarding and tutorials available for both advisors and clients. | |
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Contextual Help Widgets In-app help guides and tips. |
No information available | |
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Multi-Tiered Support Different levels of support based on user expertise or role. |
No information available | |
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Localization Support for multiple languages and regional formats. |
Multi-language and localized reporting/portal are available (see support site). | |
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Training Materials Comprehensive manuals, videos, and reference guides. |
Training videos, documentation, and reference guides housed in their Support Center. | |
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Adoption Analytics Monitors usage rates and adoption trends. |
No information available |
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Uptime Guarantee The percentage of time the system is guaranteed to be operational. |
No information available | |
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Disaster Recovery Plans and systems for restoring service after major failure. |
Disaster recovery and business continuity are described in security and compliance documentation. | |
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Automated Backups Regular, automated backups of communication data. |
Automated backups are listed under security practices. | |
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Load Balancing Distributes incoming communications for optimal efficiency and reliability. |
No information available | |
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System Health Monitoring Automated checks on availability and performance. |
Platform monitoring and system uptime are referenced as key offerings in support material. | |
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Geo-Redundancy Uses multiple data centers in different regions for failover. |
Geo-redundancy and cloud failover mentioned in vendor’s infrastructure technical brief. | |
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Scheduled Maintenance Notifications Notifies users in advance of planned downtimes. |
Maintenance notifications and status pages are provided to users before scheduled downtime. |
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