NaviPlan from Advicent (NaviPlan)

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.

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More about Advicent (NaviPlan)

Product analysis by function

Financial Planning Software for Wealth Management

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.
More Financial Planning Software More Wealth Management ...

Core Financial Planning Functionality
(0 Yes /0 Known /14 Possible features)

Integration & Data Aggregation
(0 Yes /0 Known /11 Possible features)

Reporting & Analytics
(0 Yes /0 Known /11 Possible features)

User Experience & Accessibility
(0 Yes /0 Known /8 Possible features)

Security & Compliance
(0 Yes /0 Known /9 Possible features)

Collaboration & Communication
(0 Yes /0 Known /7 Possible features)

Client Engagement & Personalization
(0 Yes /0 Known /6 Possible features)

Advanced Planning & Analysis Tools
(0 Yes /0 Known /8 Possible features)

Scalability & Performance
(0 Yes /0 Known /5 Possible features)

Support & Training
(0 Yes /0 Known /6 Possible features)

Communication Systems for Client Service and Operations

Integrated tools for client communications including secure messaging, video conferencing, email management with compliance archiving, and scheduled client review management.
More Communication Systems More Client Service and Operations ...

Communication Channels
(0 Yes /0 Known /12 Possible features)

Security & Compliance Features
(0 Yes /0 Known /9 Possible features)

Workflow Automation
(0 Yes /0 Known /9 Possible features)

Integration Capabilities
(0 Yes /0 Known /9 Possible features)

Customization & Scalability
(0 Yes /0 Known /8 Possible features)

Client Service Experience
(0 Yes /0 Known /8 Possible features)

Performance Metrics & Reporting
(0 Yes /0 Known /7 Possible features)

Mobile and Remote Capabilities
(0 Yes /0 Known /5 Possible features)

Usability & Adoption Tools
(0 Yes /0 Known /7 Possible features)

Reliability & Availability
(0 Yes /0 Known /7 Possible features)

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Comprehensive Cash Flow Modeling Ability to create detailed cash flow projections for clients over multiple years and scenarios.		No information available
Goal Tracking Tracks progress toward financial goals like retirement, education, or large purchases.		No information available
What-if Scenario Analysis Simulates various scenarios (market changes, life events) to assess plan robustness.		No information available
Tax Planning Supports tax-efficient strategies within the financial plan.		No information available
Estate Planning Tools Provides modules to handle wills, trusts, and other estate planning components.		No information available
Retirement Planning Projections Provides in-depth analysis and projections for retirement needs and distributions.		No information available
Asset Allocation Recommendations Generates investment allocation based on risk tolerance and client profile.		No information available
Debt Management Tracks, projects, and suggests strategies for managing liabilities.		No information available
Education Planning Modules Includes features to facilitate college or education funding strategies.		No information available
Balance Sheet Generation Generates current and projected balance sheets for clients.		No information available
Financial Plan Versioning Stores and manages multiple versions of financial plans for comparison over time.		No information available
Plan Update Frequency How often financial plan data can be updated (real-time, daily, etc).		No information available
Monte Carlo Simulation Runs probability-based simulations for plan outcomes.		No information available
Insurance Needs Analysis Assesses client’s coverage in areas like life, health, and disability insurance.		No information available

Bank Account Aggregation Ability to securely aggregate client account data from multiple banks.		No information available
Investment Account Aggregation Supports data feeds from investment custodians and brokerage accounts.		No information available
Integration with CRM Connects seamlessly with popular customer relationship management systems.		No information available
Integration with Portfolio Management Systems Links to portfolio management/trading systems for synchronized data flows.		No information available
APIs Availability Availability of robust APIs for custom data integrations.		No information available
Document Management Integration Integrates with external DMS (e.g., SharePoint, Google Drive) for document storage.		No information available
Real-Time Data Refresh Ability to refresh external account data in real time.		No information available
Data Aggregation Speed The average time to aggregate/update external account data.		No information available
Custom Data Import/Export Enables manual data import/export (CSV, Excel) for flexibility.		No information available
Open Banking Integration Supports integration using Open Banking protocols for increased compatibility.		No information available
Third-Party FinTech Integration Compatible with popular FinTech tools (budgeting apps, robo-advisors, etc).		No information available

Custom Report Generation Ability to generate tailored reports for client meetings.		No information available
Pre-built Report Templates Includes a library of ready-to-use report formats.		No information available
Data Visualization Tools Provides dashboards and charts for visual representation of financial data.		No information available
Automated Report Scheduling Enables automatic, periodic generation and delivery of reports.		No information available
Comparative Analysis Compares historical, current, and projected financial states for clients.		No information available
Regulatory Reporting Compliance Generates reports compliant with relevant financial regulations (SEC, FINRA, etc).		No information available
Customizable Dashboards Allows users to configure personalized analysis dashboards.		No information available
Exportable Reports Supports exporting reports in common formats (PDF, Excel, etc).		No information available
Client Portal Reporting Allows clients to access/view reports online within a secure portal.		No information available
Actionable Alerts Sends notifications based on key report analytics and triggers.		No information available
Report Generation Speeds The average time taken to generate a standard complex report.		No information available

Intuitive User Interface Software is easy to navigate with a modern UI/UX design.		No information available
Mobile App Availability Availability of companion apps for iOS and Android devices.		No information available
White-Label Customization Allows firms to brand the platform with their colors and logo.		No information available
Multilingual Support Software and documentation are available in multiple languages.		No information available
Accessibility Standards Compliance Meets standards such as WCAG 2.1 for accessibility to users with disabilities.		No information available
Client Portal Features a dedicated, secure portal for client access.		No information available
Role-Based Access Controls Supports permission settings by user type or role.		No information available
Multi-Tenant Support Allows large firms with sub-teams to use a single instance.		No information available

Encryption in Transit/At Rest Data is encrypted both in transit and when stored.		No information available
Multi-Factor Authentication Supports two-factor or multi-factor authentication for all users.		No information available
Audit Logging Maintains comprehensive logs of all system activity for auditing.		No information available
Data Residency Options Allows organizations to choose geographic location of data storage.		No information available
SOC 2/ISO 27001 Certification Holds security certifications such as SOC 2 or ISO 27001.		No information available
GDPR/CCPA Compliance Enables compliance with privacy regulations like GDPR or CCPA.		No information available
User Session Timeout Automatic session expiration after a period of inactivity.		No information available
Penetration Testing Frequency Number of security penetration tests conducted per year.		No information available
Data Backup Frequency Frequency at which client data is securely backed up.		No information available

Secure Messaging Provides an encrypted messaging system for advisor-client interactions.		No information available
Advisor Notes/Annotations Allows advisors to make notes directly within client files or plans.		No information available
Task Assignment & Tracking Assigns and tracks action items for clients or team members within the platform.		No information available
Document Collaboration Supports co-editing and feedback features on financial documents.		No information available
Client Onboarding Workflow Features streamlined, automated workflows for new client onboarding.		No information available
Email Integration Connects with major email platforms for enhanced communication.		No information available
Digital Signature Integration Supports e-signatures for important documents within planning workflows.		No information available

Personalized Client Dashboards Allows each client’s platform view to be customized to their needs.		No information available
Goal-Based Planning Tools Interactive modules for clients to set, adjust, and monitor their own goals.		No information available
Educational Content Library Provides curated financial literacy and education materials for clients.		No information available
Automated Financial Health Checkups Presents periodic summary insights and health checks to the client.		No information available
Client Engagement Analytics Tracks client logins, interactions, and resource use.		No information available
Personalized Notifications Delivers actionable, tailored push or email notifications to clients.		No information available

ESG Portfolio Planning Allows for incorporating environmental, social, and governance factors in investment plans.		No information available
Business Owner Planning Tools Specialized features for business succession, liquidity planning, and exit strategies.		No information available
Complex Trust/Estate Strategies Ability to model GST, CRT, GRAT, ILITs, and similar advanced trust structures.		No information available
Insurance Product Modeling Supports modeling of complex insurance instruments, including variable life and annuities.		No information available
Stock Option & Equity Compensation Planning Helps model and optimize corporate compensation (RSUs, ISOs, NSOs, etc).		No information available
Multi-Jurisdiction Planning Handles planning for clients with assets, income, or heirs in multiple tax jurisdictions.		No information available
Complex Tax Strategy Modeling Simulates AMT, NII tax, and other complex tax impacts on plans.		No information available
Currency Support Number of supported global fiat currencies for multi-jurisdiction planning.		No information available

Concurrent User Support Maximum number of simultaneous advisor/client users supported.		No information available
High Availability Uptime Guarantee The percentage of planned uptime annually.		No information available
Data Storage Capabilities Maximum supported data storage per client or firm.		No information available
Geographically Distributed Servers Uses data centers in multiple regions for reliability and speed.		No information available
Latency for Core Functions Average latency for critical operations (cash flow calculations, report generation).		No information available

24/7 Support Availability Provides always-on client and advisor tech support.		No information available
Dedicated Account Management Assigns account managers for onboarding and ongoing support.		No information available
Online Knowledge Base Maintains searchable, up-to-date product documentation and training resources.		No information available
In-Platform Tutorials Interactive, self-guided tours and tooltips for new features.		No information available
Response Time SLA Guaranteed support response time for critical issues.		No information available
Community Support Forums Active online forums for user collaboration and troubleshooting.		No information available

Email Integration Supports seamless sending and receiving of emails within the system.		No information available
Secure Messaging Provides a secure, encrypted messaging portal for clients and advisors.		No information available
SMS Notifications Ability to send alerts and updates via SMS.		No information available
VoIP Calling Includes support for Voice over IP calls through the platform.		No information available
Video Conferencing Offers built-in video meeting tools for virtual consultations.		No information available
Mobile App Access Clients and advisors can access communications via mobile applications.		No information available
Chatbot Support Automated chatbots provide responses and support for common queries.		No information available
Document Sharing Allows for secure exchange of files and documents.		No information available
Client Portal Self-service online portal for clients to access communication records.		No information available
Push Notifications Supports push notifications to keep clients updated in real time.		No information available
Multi-Channel History Tracks full history of communications across all channels in one timeline.		No information available
Fax Integration Enables electronic receipt and sending of faxes.		No information available

End-to-End Encryption Ensures all communication is encrypted during transit and at rest.		No information available
Audit Trail Complete logging of communications for transparency and compliance.		No information available
Access Controls Granular user permissions for accessing client data and messages.		No information available
Data Retention Policies Automated management of data lifecycle in line with regulations.		No information available
Two-Factor Authentication Adds a secondary authentication step for enhanced access security.		No information available
Regulatory Compliance Certifications Meets key frameworks (e.g., FINRA, GDPR).		No information available
Message Archiving Ability to archive all client communications for legal review.		No information available
Secure File Transfer Facilitates sending files using encrypted transfer technology.		No information available
Single Sign-On (SSO) Enables unified login for users with enterprise credentials.		No information available

Automated Client Onboarding Speeds up and standardizes the process of bringing new clients onboard.		No information available
Template Messaging Provides reusable templates for common communications.		No information available
Task Assignment Allows tasks triggered by client communications to be auto-assigned within teams.		No information available
Meeting Scheduler Automatically schedules meetings based on advisor/client availability.		No information available
Follow-up Reminders Automatically triggers reminders for client follow-ups and outstanding items.		No information available
Document Request Automation Automates requests and reminders for needed documents.		No information available
Custom Workflows Allows custom automation rules for various communication processes.		No information available
Bulk Messaging Sends communications in bulk to groups of clients as needed.		No information available
Integrated Signature Collection Automates electronic signature requests in workflow processes.		No information available

CRM Integration Directly links with popular Client Relationship Management platforms.		No information available
Calendar Integration Sync communications and appointments with calendar software.		No information available
Document Management Integration Connects with leading document storage solutions.		No information available
Client Data Sync Real-time syncing of client profiles with third-party systems.		No information available
APIs for Custom Extensions Provides public or private APIs for custom feature extensions.		No information available
Accounting System Integration Links to bookkeeping and accounting software.		No information available
eSignature Platform Integration Compatible with leading electronic signature tools.		No information available
Mail Merge Integration Supports personalized communications with data merge features.		No information available
Third-Party Secure Storage Integration Ability to store or back up communications securely to external locations.		No information available

Custom Email Domains Allows customization of sender domains for branding.		No information available
Personalizable Client Portals Client-facing portals can be branded and customized.		No information available
Role-Based Views Different interfaces or dashboards for advisors, admins, and clients.		No information available
Conditional Logic in Workflows Use of conditional statements in automations.		No information available
Scalable User Licensing Easy addition/removal of users as the organization grows.		No information available
Localization Options Support for multiple languages and local regulations.		No information available
Custom Branding of Notifications Ability to brand system notifications with company logos, color palettes, etc.		No information available
API Rate Limits Maximum allowed API calls per hour.		No information available

Mobile Push Alerts Notifies users via mobile apps.		No information available
Fully Responsive Design Interfaces adapt cleanly to all device types and sizes.		No information available
Offline Message Drafting Allows composing communications offline to send later.		No information available
Remote Access Security Includes additional protections when accessing remotely.		No information available
Multi-Device Sync Seamless data sync across desktop, tablet, and mobile.		No information available

Real-Time Status Tracking Clients can monitor request/progress status updates in real time.		No information available
Advisor Availability Indicators Shows live status of advisor (available, offline, etc.).		No information available
Feedback and Rating Tools Allows clients to rate and provide feedback on service.		No information available
Multilingual Support Allows communications to be provided in multiple languages.		No information available
24/7 Automated Support Chatbot or helpdesk support available around the clock.		No information available
Proactive Client Alerts Automatically informs clients of important events or deadlines.		No information available
Accessibility Features Supports accessible communication (screen readers, enlarged text, etc.).		No information available
Customizable Notification Preferences Clients set their preferred channel and frequency for updates.		No information available

Response Time Tracking Measures the average time to respond to client inquiries.		No information available
Message Volume Analytics Tracks the number of messages sent/received.		No information available
SLA Compliance Reporting Reports on meeting Service Level Agreements for communications.		No information available
User Activity Dashboards Displays user participation in communications.		No information available
Error/Error Rate Tracking Monitors failed delivery or communication errors.		No information available
Automated Report Scheduling Automatic generation/distribution of reports.		No information available
Downloadable Data Allows export of communication logs and reports for offline analysis.		No information available

User-Friendly Interface Intuitive design for both advisors and clients.		No information available
Onboarding Tutorials Built-in tutorials guide new users.		No information available
Contextual Help Widgets In-app help guides and tips.		No information available
Multi-Tiered Support Different levels of support based on user expertise or role.		No information available
Localization Support for multiple languages and regional formats.		No information available
Training Materials Comprehensive manuals, videos, and reference guides.		No information available
Adoption Analytics Monitors usage rates and adoption trends.		No information available

Uptime Guarantee The percentage of time the system is guaranteed to be operational.		No information available
Disaster Recovery Plans and systems for restoring service after major failure.		No information available
Automated Backups Regular, automated backups of communication data.		No information available
Load Balancing Distributes incoming communications for optimal efficiency and reliability.		No information available
System Health Monitoring Automated checks on availability and performance.		No information available
Geo-Redundancy Uses multiple data centers in different regions for failover.		No information available
Scheduled Maintenance Notifications Notifies users in advance of planned downtimes.		No information available

NaviPlan from Advicent (NaviPlan)

Product analysis by function

Financial Planning Software for Wealth Management

Core Financial Planning Functionality (0 Yes /0 Known /14 Possible features)

Integration & Data Aggregation (0 Yes /0 Known /11 Possible features)

Reporting & Analytics (0 Yes /0 Known /11 Possible features)

User Experience & Accessibility (0 Yes /0 Known /8 Possible features)

Security & Compliance (0 Yes /0 Known /9 Possible features)

Collaboration & Communication (0 Yes /0 Known /7 Possible features)

Client Engagement & Personalization (0 Yes /0 Known /6 Possible features)

Advanced Planning & Analysis Tools (0 Yes /0 Known /8 Possible features)

Scalability & Performance (0 Yes /0 Known /5 Possible features)

Support & Training (0 Yes /0 Known /6 Possible features)

Communication Systems for Client Service and Operations

Communication Channels (0 Yes /0 Known /12 Possible features)

Security & Compliance Features (0 Yes /0 Known /9 Possible features)

Workflow Automation (0 Yes /0 Known /9 Possible features)

Integration Capabilities (0 Yes /0 Known /9 Possible features)

Customization & Scalability (0 Yes /0 Known /8 Possible features)

Client Service Experience (0 Yes /0 Known /8 Possible features)

Performance Metrics & Reporting (0 Yes /0 Known /7 Possible features)

Mobile and Remote Capabilities (0 Yes /0 Known /5 Possible features)

Usability & Adoption Tools (0 Yes /0 Known /7 Possible features)

Reliability & Availability (0 Yes /0 Known /7 Possible features)