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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.
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.
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Core Financial Planning Functionality
(0 Yes /0 Known /14 Possible features)
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Comprehensive Cash Flow Modeling Ability to create detailed cash flow projections for clients over multiple years and scenarios. |
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Goal Tracking Tracks progress toward financial goals like retirement, education, or large purchases. |
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What-if Scenario Analysis Simulates various scenarios (market changes, life events) to assess plan robustness. |
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Tax Planning Supports tax-efficient strategies within the financial plan. |
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Estate Planning Tools Provides modules to handle wills, trusts, and other estate planning components. |
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Retirement Planning Projections Provides in-depth analysis and projections for retirement needs and distributions. |
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Asset Allocation Recommendations Generates investment allocation based on risk tolerance and client profile. |
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Debt Management Tracks, projects, and suggests strategies for managing liabilities. |
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Education Planning Modules Includes features to facilitate college or education funding strategies. |
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Balance Sheet Generation Generates current and projected balance sheets for clients. |
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Financial Plan Versioning Stores and manages multiple versions of financial plans for comparison over time. |
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Plan Update Frequency How often financial plan data can be updated (real-time, daily, etc). |
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Monte Carlo Simulation Runs probability-based simulations for plan outcomes. |
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Insurance Needs Analysis Assesses client’s coverage in areas like life, health, and disability insurance. |
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Integration & Data Aggregation
(0 Yes /0 Known /11 Possible features)
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Bank Account Aggregation Ability to securely aggregate client account data from multiple banks. |
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Investment Account Aggregation Supports data feeds from investment custodians and brokerage accounts. |
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Integration with CRM Connects seamlessly with popular customer relationship management systems. |
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Integration with Portfolio Management Systems Links to portfolio management/trading systems for synchronized data flows. |
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APIs Availability Availability of robust APIs for custom data integrations. |
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Document Management Integration Integrates with external DMS (e.g., SharePoint, Google Drive) for document storage. |
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Real-Time Data Refresh Ability to refresh external account data in real time. |
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Data Aggregation Speed The average time to aggregate/update external account data. |
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Custom Data Import/Export Enables manual data import/export (CSV, Excel) for flexibility. |
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Open Banking Integration Supports integration using Open Banking protocols for increased compatibility. |
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Third-Party FinTech Integration Compatible with popular FinTech tools (budgeting apps, robo-advisors, etc). |
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Reporting & Analytics
(0 Yes /0 Known /11 Possible features)
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Custom Report Generation Ability to generate tailored reports for client meetings. |
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Pre-built Report Templates Includes a library of ready-to-use report formats. |
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Data Visualization Tools Provides dashboards and charts for visual representation of financial data. |
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Automated Report Scheduling Enables automatic, periodic generation and delivery of reports. |
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Comparative Analysis Compares historical, current, and projected financial states for clients. |
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Regulatory Reporting Compliance Generates reports compliant with relevant financial regulations (SEC, FINRA, etc). |
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Customizable Dashboards Allows users to configure personalized analysis dashboards. |
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Exportable Reports Supports exporting reports in common formats (PDF, Excel, etc). |
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Client Portal Reporting Allows clients to access/view reports online within a secure portal. |
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Actionable Alerts Sends notifications based on key report analytics and triggers. |
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Report Generation Speeds The average time taken to generate a standard complex report. |
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User Experience & Accessibility
(0 Yes /0 Known /8 Possible features)
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Intuitive User Interface Software is easy to navigate with a modern UI/UX design. |
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Mobile App Availability Availability of companion apps for iOS and Android devices. |
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White-Label Customization Allows firms to brand the platform with their colors and logo. |
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Multilingual Support Software and documentation are available in multiple languages. |
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Accessibility Standards Compliance Meets standards such as WCAG 2.1 for accessibility to users with disabilities. |
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Client Portal Features a dedicated, secure portal for client access. |
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Role-Based Access Controls Supports permission settings by user type or role. |
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Multi-Tenant Support Allows large firms with sub-teams to use a single instance. |
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Security & Compliance
(0 Yes /0 Known /9 Possible features)
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Encryption in Transit/At Rest Data is encrypted both in transit and when stored. |
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Multi-Factor Authentication Supports two-factor or multi-factor authentication for all users. |
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Audit Logging Maintains comprehensive logs of all system activity for auditing. |
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Data Residency Options Allows organizations to choose geographic location of data storage. |
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SOC 2/ISO 27001 Certification Holds security certifications such as SOC 2 or ISO 27001. |
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GDPR/CCPA Compliance Enables compliance with privacy regulations like GDPR or CCPA. |
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User Session Timeout Automatic session expiration after a period of inactivity. |
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Penetration Testing Frequency Number of security penetration tests conducted per year. |
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Data Backup Frequency Frequency at which client data is securely backed up. |
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Collaboration & Communication
(0 Yes /0 Known /7 Possible features)
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Secure Messaging Provides an encrypted messaging system for advisor-client interactions. |
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Advisor Notes/Annotations Allows advisors to make notes directly within client files or plans. |
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Task Assignment & Tracking Assigns and tracks action items for clients or team members within the platform. |
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Document Collaboration Supports co-editing and feedback features on financial documents. |
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Client Onboarding Workflow Features streamlined, automated workflows for new client onboarding. |
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Email Integration Connects with major email platforms for enhanced communication. |
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Digital Signature Integration Supports e-signatures for important documents within planning workflows. |
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Client Engagement & Personalization
(0 Yes /0 Known /6 Possible features)
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Personalized Client Dashboards Allows each client’s platform view to be customized to their needs. |
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Goal-Based Planning Tools Interactive modules for clients to set, adjust, and monitor their own goals. |
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Educational Content Library Provides curated financial literacy and education materials for clients. |
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Automated Financial Health Checkups Presents periodic summary insights and health checks to the client. |
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Client Engagement Analytics Tracks client logins, interactions, and resource use. |
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Personalized Notifications Delivers actionable, tailored push or email notifications to clients. |
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Advanced Planning & Analysis Tools
(0 Yes /0 Known /8 Possible features)
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ESG Portfolio Planning Allows for incorporating environmental, social, and governance factors in investment plans. |
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Business Owner Planning Tools Specialized features for business succession, liquidity planning, and exit strategies. |
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Complex Trust/Estate Strategies Ability to model GST, CRT, GRAT, ILITs, and similar advanced trust structures. |
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Insurance Product Modeling Supports modeling of complex insurance instruments, including variable life and annuities. |
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Stock Option & Equity Compensation Planning Helps model and optimize corporate compensation (RSUs, ISOs, NSOs, etc). |
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Multi-Jurisdiction Planning Handles planning for clients with assets, income, or heirs in multiple tax jurisdictions. |
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Complex Tax Strategy Modeling Simulates AMT, NII tax, and other complex tax impacts on plans. |
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Currency Support Number of supported global fiat currencies for multi-jurisdiction planning. |
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Scalability & Performance
(0 Yes /0 Known /5 Possible features)
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Concurrent User Support Maximum number of simultaneous advisor/client users supported. |
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High Availability Uptime Guarantee The percentage of planned uptime annually. |
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Data Storage Capabilities Maximum supported data storage per client or firm. |
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Geographically Distributed Servers Uses data centers in multiple regions for reliability and speed. |
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Latency for Core Functions Average latency for critical operations (cash flow calculations, report generation). |
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Support & Training
(0 Yes /0 Known /6 Possible features)
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24/7 Support Availability Provides always-on client and advisor tech support. |
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Dedicated Account Management Assigns account managers for onboarding and ongoing support. |
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Online Knowledge Base Maintains searchable, up-to-date product documentation and training resources. |
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In-Platform Tutorials Interactive, self-guided tours and tooltips for new features. |
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Response Time SLA Guaranteed support response time for critical issues. |
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Community Support Forums Active online forums for user collaboration and troubleshooting. |
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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.
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Communication Channels
(0 Yes /0 Known /12 Possible features)
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Email Integration Supports seamless sending and receiving of emails within the system. |
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Secure Messaging Provides a secure, encrypted messaging portal for clients and advisors. |
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SMS Notifications Ability to send alerts and updates via SMS. |
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VoIP Calling Includes support for Voice over IP calls through the platform. |
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Video Conferencing Offers built-in video meeting tools for virtual consultations. |
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Mobile App Access Clients and advisors can access communications via mobile applications. |
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Chatbot Support Automated chatbots provide responses and support for common queries. |
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Document Sharing Allows for secure exchange of files and documents. |
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Client Portal Self-service online portal for clients to access communication records. |
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Push Notifications Supports push notifications to keep clients updated in real time. |
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Multi-Channel History Tracks full history of communications across all channels in one timeline. |
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Fax Integration Enables electronic receipt and sending of faxes. |
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Security & Compliance Features
(0 Yes /0 Known /9 Possible features)
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End-to-End Encryption Ensures all communication is encrypted during transit and at rest. |
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Audit Trail Complete logging of communications for transparency and compliance. |
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Access Controls Granular user permissions for accessing client data and messages. |
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Data Retention Policies Automated management of data lifecycle in line with regulations. |
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Two-Factor Authentication Adds a secondary authentication step for enhanced access security. |
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Regulatory Compliance Certifications Meets key frameworks (e.g., FINRA, GDPR). |
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Message Archiving Ability to archive all client communications for legal review. |
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Secure File Transfer Facilitates sending files using encrypted transfer technology. |
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Single Sign-On (SSO) Enables unified login for users with enterprise credentials. |
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Workflow Automation
(0 Yes /0 Known /9 Possible features)
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Automated Client Onboarding Speeds up and standardizes the process of bringing new clients onboard. |
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Template Messaging Provides reusable templates for common communications. |
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Task Assignment Allows tasks triggered by client communications to be auto-assigned within teams. |
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Meeting Scheduler Automatically schedules meetings based on advisor/client availability. |
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Follow-up Reminders Automatically triggers reminders for client follow-ups and outstanding items. |
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Document Request Automation Automates requests and reminders for needed documents. |
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Custom Workflows Allows custom automation rules for various communication processes. |
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Bulk Messaging Sends communications in bulk to groups of clients as needed. |
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Integrated Signature Collection Automates electronic signature requests in workflow processes. |
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Integration Capabilities
(0 Yes /0 Known /9 Possible features)
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CRM Integration Directly links with popular Client Relationship Management platforms. |
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Calendar Integration Sync communications and appointments with calendar software. |
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Document Management Integration Connects with leading document storage solutions. |
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Client Data Sync Real-time syncing of client profiles with third-party systems. |
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APIs for Custom Extensions Provides public or private APIs for custom feature extensions. |
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Accounting System Integration Links to bookkeeping and accounting software. |
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eSignature Platform Integration Compatible with leading electronic signature tools. |
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Mail Merge Integration Supports personalized communications with data merge features. |
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Third-Party Secure Storage Integration Ability to store or back up communications securely to external locations. |
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Customization & Scalability
(0 Yes /0 Known /8 Possible features)
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Custom Email Domains Allows customization of sender domains for branding. |
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Personalizable Client Portals Client-facing portals can be branded and customized. |
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Role-Based Views Different interfaces or dashboards for advisors, admins, and clients. |
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Conditional Logic in Workflows Use of conditional statements in automations. |
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Scalable User Licensing Easy addition/removal of users as the organization grows. |
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Localization Options Support for multiple languages and local regulations. |
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Custom Branding of Notifications Ability to brand system notifications with company logos, color palettes, etc. |
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API Rate Limits Maximum allowed API calls per hour. |
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Client Service Experience
(0 Yes /0 Known /8 Possible features)
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Real-Time Status Tracking Clients can monitor request/progress status updates in real time. |
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Advisor Availability Indicators Shows live status of advisor (available, offline, etc.). |
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Feedback and Rating Tools Allows clients to rate and provide feedback on service. |
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Multilingual Support Allows communications to be provided in multiple languages. |
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24/7 Automated Support Chatbot or helpdesk support available around the clock. |
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Proactive Client Alerts Automatically informs clients of important events or deadlines. |
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Accessibility Features Supports accessible communication (screen readers, enlarged text, etc.). |
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Customizable Notification Preferences Clients set their preferred channel and frequency for updates. |
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Performance Metrics & Reporting
(0 Yes /0 Known /7 Possible features)
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Response Time Tracking Measures the average time to respond to client inquiries. |
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Message Volume Analytics Tracks the number of messages sent/received. |
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SLA Compliance Reporting Reports on meeting Service Level Agreements for communications. |
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User Activity Dashboards Displays user participation in communications. |
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Error/Error Rate Tracking Monitors failed delivery or communication errors. |
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Automated Report Scheduling Automatic generation/distribution of reports. |
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Downloadable Data Allows export of communication logs and reports for offline analysis. |
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Mobile and Remote Capabilities
(0 Yes /0 Known /5 Possible features)
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Mobile Push Alerts Notifies users via mobile apps. |
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Fully Responsive Design Interfaces adapt cleanly to all device types and sizes. |
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Offline Message Drafting Allows composing communications offline to send later. |
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Remote Access Security Includes additional protections when accessing remotely. |
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Multi-Device Sync Seamless data sync across desktop, tablet, and mobile. |
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Usability & Adoption Tools
(0 Yes /0 Known /7 Possible features)
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User-Friendly Interface Intuitive design for both advisors and clients. |
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Onboarding Tutorials Built-in tutorials guide new users. |
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Contextual Help Widgets In-app help guides and tips. |
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Multi-Tiered Support Different levels of support based on user expertise or role. |
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Localization Support for multiple languages and regional formats. |
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Training Materials Comprehensive manuals, videos, and reference guides. |
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Adoption Analytics Monitors usage rates and adoption trends. |
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Reliability & Availability
(0 Yes /0 Known /7 Possible features)
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Uptime Guarantee The percentage of time the system is guaranteed to be operational. |
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Disaster Recovery Plans and systems for restoring service after major failure. |
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Automated Backups Regular, automated backups of communication data. |
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Load Balancing Distributes incoming communications for optimal efficiency and reliability. |
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System Health Monitoring Automated checks on availability and performance. |
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Geo-Redundancy Uses multiple data centers in different regions for failover. |
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Scheduled Maintenance Notifications Notifies users in advance of planned downtimes. |
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