NaviPlan

NaviPlan, acquired by InvestCloud, provides sophisticated financial planning software for financial advisors serving high-net-worth and mass affluent clients.

Is this your company?

Email: sales@advicentsolutions.com

Phone: +1 855-885-7526

Web: https://www.naviplan.com/

products

• NaviPlan Financial Planning Software
  Advanced financial planning platform with robust education funding calculators that project education costs, analyze funding strategies, and evaluate the impact of education expenses on overall financial plans. Features include analysis of different education savings vehicles, student loan planning, and cash flow projections.