Naviplan Insights

What is Naviplan?

NaviPlan is a financial planning software used by financial advisors to create comprehensive financial plans for their clients. It helps advisors model various scenarios, project future outcomes, and make informed recommendations regarding investments, retirement, insurance, and other financial goals. It is commonly used to help clients visualize their financial future and make informed decisions to achieve their objectives.

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What other technologies are related to Naviplan?

Naviplan Competitor Technologies

Conquest

Conquest is a financial planning software that competes directly with Naviplan by offering similar features for financial planning and analysis.

mentioned alongside Naviplan in 16% (84) of relevant job posts

eMoney

eMoney Advisor is a comprehensive financial planning platform that competes with Naviplan in the wealth management and financial advisory space.

mentioned alongside Naviplan in 3% (92) of relevant job posts

Naviplan Complementary Technologies

Salesforce

Salesforce is a CRM platform that can be integrated with Naviplan to manage client relationships and streamline workflows. This integration makes it complementary.

mentioned alongside Naviplan in 0% (108) of relevant job posts