NaviPlan
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What is NaviPlan?
NaviPlan is a powerful financial planning solution that empowers financial advisors to create tailored financial plans for their clients. It offers robust tools for retirement planning, investment analysis, scenario modeling, estate planning, and more, helping advisors deliver personalized advice and strategies.
Company Details
Advicent Solutions
Founded in 1969
100-500 employees
Milwaukee, Wisconsin
Features:
- Retirement planning
- Investment analysis
- Scenario modeling
- Estate planning
- Goal tracking
- Cash flow analysis
- Tax planning
- Risk assessment
- Client collaboration
Pros & Cons
Pros
- Comprehensive financial planning capabilities
- Customizable reports and scenarios
- User-friendly interface
- Integration with financial institutions
- Client collaboration features
Cons
- Steep learning curve for new users
- May be expensive for individual advisors
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*Disclaimer: This content has been generated by AI.