at Financial Technnology Year
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NaviPlan
NaviPlan, acquired by InvestCloud, provides sophisticated financial planning software for financial advisors serving high-net-worth and mass affluent clients.
Email: sales@advicentsolutions.com
Phone: +1 855-885-7526
Web: https://www.naviplan.com/
Products
NaviPlan Financial Planning Software
Category: Education Funding Calculators
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..
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