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Financial Technology Year

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NaviPlan

from Advicent (NaviPlan)

Advanced cash flow planning, tax-sensitive retirement strategies, estate planning, Monte Carlo simulations, side-by-side scenario comparisons, client portal, and API integrations with third-party applications.
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Category: Retirement Planning Systems
in: Financial Planning
Specialized software for modeling retirement scenarios, calculating required savings rates, projecting retirement income needs, and analyzing Social Security optimization strategies.

NaviPlan


Category: Tax Planning Software
in: Financial Planning
Applications that help advisors identify tax-efficient investment strategies, tax-loss harvesting opportunities, and integration of investment decisions with clients' overall tax situation.

NaviPlan


Category: Estate Planning Tools
in: Financial Planning
Software for modeling estate tax scenarios, trust planning, charitable giving strategies, and intergenerational wealth transfer planning.

NaviPlan


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