Client portal

The interactive NaviPlan client portal gives clients unhindered access to their financial plans and expedites the onboarding process through its eFact Finder. Deliver a seamless digital experience while maximizing value in face-to-face meetings.

More NaviPlan Features
Analysis and recommendation
Advanced tax planning
Asset allocation & risk tolerance
Business planning
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


Collaborative fact finder

Empower your clients to enter their information digitally with the eFact Finder to accelerate the client onboarding experience.
 


Access financial plans anywhere

Give your clients access to review their financial plan anytime, anywhere. Clients can manually adjust contributions and time horizons to see how they can impact their goal coverage.
 

Latest update | NaviPlan 21.0

Our latest version of NaviPlan delivers annual updates to tax and Morningstar values.

Read the release details

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10700 W. Research Drive
Suite One
Milwaukee, WI 53226

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planningsupport@investcloud.com
naviplan-sales@investcloud.com

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