Advicent is the financial planning technology partner of choice for over 140,000 financial professionals across over 3,000 firms worldwide, including four of the top five custodians, 24 of the top 25 broker-dealers, seven of the top 10 North American banks, and the top four global insurance companies. Through our innovative products and services, we help thousands of financial professionals and their clients understand and impact their financial future.
Built on the most precise calculation engine in the financial planning market, NaviPlanВ® empowers firms to cater their services to any client, from simple goal-based assessments to advanced cash flow planning analysis.
Joel S.
Advanced user of Naviplan
★★★★★
Decent Financial Planning Software
What do you like best?
It is a very powerful financial planning software tool that provides a lot of great information and reports that can be reviewed and analyzed to ensure clients are able to achieve their financial goals and dreams.
What do you dislike?
It is a bit clunky and there are many variables that need to be adjusted/entered to ensure the financial analysis is accurate. It is not very user friendly and is not a good tool to be client facing.
What problems are you solving with the product? What benefits have you realized?
Using Naviplan, we have modeled different financial scenarios for our clients and run Monte Carlo scenarios to illustrate the clients probability of success in any given scenario. I have found the visuals to be very helpful when discussing the analysis with clients.
Review source: G2.com
