Lead generation & goal discovery
Client onboarding should take minutes, not hours. Simplify data gathering and account aggregation with the NaviPlan client portal and its built-in eFact Finder.
Cash flow analysis
Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies.
Recommendation & presentation
The intuitive NaviPlan Presentation Module takes client meetings to the next level. Guide prospects through their financial picture and immediately demonstrate the value of your recommendations with engaging visuals.
Implementation & monitoring
The always-accessible NaviPlan client portal allows clients to monitor and evaluate plan progress and make adjustments with the "explore your options" feature. The vast client report library in NaviPlan also accommodates clients who prefer traditional resources.