From point-of-sale to complex analysis, deepen relationships for every advisor at your firm.
*Available in U.S. only
- Uncover held-away assets with more productive, interactive client meetings
- Deliver everything from simple goal-funding and insurance requirements to comprehensive financial plans
- Align to your business with team-based planning and branding
OR CALL 877-699-9928
NaviPro Planning Suite includes:
Unrivaled scale for detailed tax and advanced solutions
Accommodate all client needs, simple to sophisticated, with the industry’s best client engagement tool.
Align tools to power your unique business needs- Custom logos, report templates and more
- Ibbotson Asset Allocation, Security Classifier, Mean Variance Optimizer
- Interactive, flexible Presentation Module
- Business planning
- Comprehensive cash flow
- Comprehensive tax treatment
- Advanced estate planning
Flexible planning and powerful client engagement
Generate leads, engage clients and secure retention on any computer or mobile device.
Open doors and win business- Generate qualified leads automatically with the Consumer Facing Retirement Application
- Sales-oriented interactive Presentation Module
- Clear, FINRA-reviewed reports that motivate action
- Goals-or cash flow-based financial planning
- Ibbotson asset allocation
- Custom branding, report disclaimers and more
- Deep integration with third-party tools
Request a demo on NaviPro
NaviPlan - Features
Profiles - Features
