Digital fact finder
The NaviPlan eFact Finder allows clients to start the data collection process digitally, allowing advisors to spend less time entering data and more time demonstrating their expertise.
- Analysis and recommendation
- Advanced tax planning
- Asset allocation & risk tolerance
- Cash flow planning
- Goals-based planning
- Guided Retirement
- Insurance planning
- Monte Carlo analysis
- Retirement income modeling
- Scenario manager
- Implementation and monitoring
- Client portal
- Compliance workflows
- Customizable client reports
- Lead generation and goal discovery
- Collaborative planning
- Digital fact finder
- Business planning
