As the most detailed and versatile financial planning software in the market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based to advanced cash flow planning. Alongside its precise calculation engine, NaviPlan offers a wide range of functionality including comprehensive planning centered on detailed tax analysis and modeling various alternative plan scenarios. It is also flexible enough to produce quick, goal-based assessments in a matter of minutes.

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Plan for any client who walks through your door

Comprehensive financial planning software

Scenario manager

Regardless of firm size, the ability to serve an array of client demographics is invaluable. From simple cash flow planning and goal-based assessments to detailed tax analysis and estate planning, NaviPlan has a number of features that empower financial professionals to best serve any client who walks through their doors.

To learn more about how Advicent technology can help you serve high-net-worth and ultra-high-net-worth clients, click here.


NaviPlan presentation module

Unrivaled client experience paired with streamlined compliance

By using the Presentation Module feature within NaviPlan, advisors are able to efficiently onboard clients and quickly demonstrate their value to prospects during in-person meetings.

With pre-built presentations, you can guide prospects through their financial picture and immediately demonstrate the value you can provide them. The information then pulls directly into NaviPlan, making every fact finding meeting simple, uniform, and efficient.

NaviPlan client portal

NaviPlan client portal 

Explore your options laptop

The NaviPlan client portal expedites the onboarding process through its digital fact finder and improves ongoing client engagement through its "explore your options" feature. Advisors can now spend less time on administrative tasks and can focus on tasks that increase revenue for the firm — all while clients access their plan data in a quick, secure, engaging manner.

To learn more about the client portal, click here.


Data security and compliance

Your client data is your most important asset – accept nothing less than the best protection for it.

Advicent tools are compliant with the internationally recognized standard of excellence for information security, the ISO/IEC 27001:2005 Code of Practice for Information Security Management Systems (“ISMS”). This certification verifies that Advicent has successfully implemented an ISMS that provides a solid framework for initiating, implementing, maintaining and managing information security within the organization, including:

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  • Powerful physical security
  • Multi-point network security structure
  • Strict administrative security
  • Formal incident management policy

Elite training and support

Leverage interactive hands-on training and ongoing support to fully integrate our planning application into your business.

You are focused on your clients and your financial plans, not the latest technology. That is where our support staff comes in. We will get you trained to use our tools in the way that best fits your business, but support does not stop with training. We will be there to answer questions and teach you best practices for continued success. Here at Advicent, we are committed to your success from implementation and beyond.

We offer custom product configuration based on your practice and professional guidance through videos, reference guides, and functional documents to further engage with the newest product features.

For more information, visit our training page.