NaviPlan Pricing, Features & More 2025

What is NaviPlan?

NaviPlan, the leading financial planning software, allows firms to increase revenue and efficiently create plans. The updated version, NaviPlan 24.1, offers enhanced efficiency and higher client conversion rates, making financial planning a smooth and successful process. With NaviPlan, firms can trust in its capabilities to streamline their planning procedures and achieve their business goals with ease.

NaviPlan Pricing

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Company Details

Company Name : Advicent

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Key Features of NaviPlan

Comprehensive Financial Planning
Investment Portfolio Analysis
Risk Tolerance Assessment
Goal Based Planning
Cash Flow Management
Retirement Planning
Tax Planning
Estate Planning
Education Planning
Insurance Needs Analysis
Monte Carlo Simulations
Scenario Analysis
Client Portal
Integration With Financial Institutions
Customizable Reports
Compliance Support
Data Security
User Friendly Interface
Mobile Access
Client Communication Tools
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Specifications

Run On Mobile Browser : Yes

Available Support : Email

Languages Available : English

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NaviPlan FAQ's

What are the top 5 features of NaviPlan?

The top 5 features of NaviPlan include:

Comprehensive Financial Planning
Investment Portfolio Analysis
Risk Tolerance Assessment
Goal Based Planning
Cash Flow Management

What type of customer support does NaviPlan offer?

NaviPlan supports a variety of platforms including: Email.

What types of businesses does NaviPlan serve?

NaviPlan serves a wide range of businesses including StartUps, SMBs, Mid-Market, Enterprises.

Who are the primary competitors of NaviPlan?

The top three competitors of NaviPlan are Macroaxis, TeamWox and MProfit for Accounting. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

What languages does the NaviPlan support?

NaviPlan is available exclusively in English, providing a streamlined experience for English-speaking users.

NaviPlan

What is NaviPlan?

NaviPlan Pricing

Company Details

Key Features of NaviPlan

Specifications

Alternatives of NaviPlan

Macroaxis

TeamWox

MProfit for Accounti...

Prospero 365

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Origin

Buxfer

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