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Security & compliance
The vendor hasn’t added security or compliance details yet.
Financial planning software for advisors with cash flow and tax planning modules.
Pricing
From $2,195 / yr
Founded
1995
Team size
201-500 employees
Headquarters
Toronto, ON
About NaviPlan
NaviPlan by InvestCloud is a financial-planning platform built on a precise calculation engine, serving over 140,000 financial professionals across 3,000+ firms. It supports goals-based assessments through advanced cash-flow planning, including stock options, tax analysis, estate planning, Monte Carlo simulation and retirement-income strategies. NaviPlan's parent Advicent was acquired by InvestCloud.
Buyer Fit & Positioning
Procurement & Fit
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Pricing
Commercial model
Pricing model: Tiered plans
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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NaviPlan
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