Attract more prospects
The goals-based planning functionality of NaviPlan helps firms cater their services to attract a broader client base that can later be scaled into a full, comprehensive financial plan as needs evolve.
Goal assessments
NaviPlan allows advisors to quickly engage clients with a variety of goals-based planning modules including retirement, insurance, and education planning snapshots.
Scalable advice
As client needs evolve, NaviPlan allows advisors to easily promote a simple, goals-based plan into a more comprehensive planning experience without the need to re-enter data.