The Wealth/Stack Showcase
Why We Were Selected:
NaviPlan has taken the idea of financial planning to an entirely new level. Offering truly customized solutions for every firm’s planning strategy, NaviPlan enables advisors to help their clients take control of their financial future.
What We’re Solving:
Customization is key, as we know that no two clients are exactly alike. To help guide them, you need tools that allow you to build tailored solutions for your clients’ specific needs and goals. NaviPlan offers custom product configuration based on the workflow of your practice, and has unmatched support through professional guidance videos, reference guides, and functional documents to further engage with the latest in financial planning technology.
Why We’re Different:
As an advisor, your main focus is on delivering quality financial advice to your clients and growing your firm, not worrying about whether your planning technology is up to the task. Leveraging the most precise calculation engine in the financial planning market, NaviPlan empowers advisors to work with even the most complex client scenarios. Additionally, features such as the NaviPlan client portal, APIs, and presentation module enable firms to deliver their advice for an exceptional client experience.