NaviPlan
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NaviPlan Evaluation Snapshot
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Product Overview
NaviPlan Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
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Category-Based Capabilities
NaviPlan Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Investment Management Software 19 selected features Open category ↗ ⌄
Accounting
Alerts/Notifications
Financial Analysis
Visual Analytics
For Investors & Traders
For Investment Advisors
Risk Management
Modeling & Simulation
Portfolio Management
Performance Metrics
Compliance Tracking
Bonds/Stocks
Mobile Access
Commodity Futures
Portfolio Rebalancing
Fund Management
Client Portal
Benchmarking
Client Management
Pricing Information
NaviPlan Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Basic
$2195
Per Year
Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.
Alternative Products
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Frequently Asked Questions
NaviPlan FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
NaviPlan is a robust investment management software that empowers financial advisors to create detailed, personalized financial plans for their clients. It offers advanced tools for cash flow analysis, retirement planning, and portfolio management, allowing advisors to provide tailored advice based on each client’s unique financial situation. NaviPlan also supports scenario analysis, enabling advisors to model various financial outcomes and help clients make informed decisions about their investments. The software’s user-friendly interface simplifies complex financial data, making it easier for advisors to communicate strategies and recommendations to clients. With its comprehensive reporting and compliance features, NaviPlan is ideal for wealth managers, financial planners, and investment advisors seeking to enhance client relationships and optimize investment strategies.
- No, NaviPlan does not offer a free version.
- Yes, NaviPlan offers a free trial.
- No, Credit Card details are not required for the NaviPlan trial.
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NaviPlan offers the following pricing plans & packages:
Basic
$2195 Per Year
-
NaviPlan supports the following payment frequencies:
- Annual Subscription
- No, NaviPlan does not offer an API.
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NaviPlan offers support with the following options:
- Email , Chat , Knowledge Base
-
NaviPlan offers training with the following options:
- Live Online , Webinar , Documentation
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NaviPlan supports the following languages:
- English , French
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Following are the typical users of the NaviPlan:
- Self-Employed , Small-Business , Midsize-Business
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NaviPlan supports the following deployment:
- Cloud Hosted
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NaviPlan supports the following devices and operating systems:
- Web-Based
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