NaviPlan
NaviPlan is web-based financial planning software from InvestCloud for financial professionals and firms.
What NaviPlan is
NaviPlan is web-based financial planning software from InvestCloud for financial professionals and firms. It combines goal planning with cash-flow, tax, estate, insurance, investment and retirement-income work. Advisors can model retirement income, run Monte Carlo analysis and examine unlimited scenarios, including business planning, stock options, tax analysis, estate planning, cash flow and retirement strategies. The client portal gives clients access to plans and includes an eFact Finder for digital onboarding. Account aggregation lets clients import accounts and loans from thousands of institutions, with MX named for this function. Advisors can present recommendations collaboratively through the Presentation Module and create custom reports with hundreds of components, including charts and graphs. Integrations are described as transferring client data securely in real time, and InvestCloud says NaviPlan complies with ISO/IEC 27001. Pricing is on request, with a trial request available.
Good
- Covers cash flow, tax, estate, insurance and retirement planning
- Supports unlimited planning scenarios
- Client portal includes digital information gathering
- Imports accounts and loans through aggregation
- Custom reports use hundreds of components
Watch out
- Paid pricing is provided only on request
- Runs on the web platform
Who it suits
It suits financial professionals and firms building plans with clients across multiple planning areas. Web access fits teams seeking browser-based planning and client participation.
Verdict
NaviPlan brings broad planning, scenario, portal, aggregation and reporting tools into one web product. Firms should request pricing and confirm the workflow matches their advisory needs.
The facts
Each one read from NaviPlan's own pages, with the date it was checked.
What it does
- Account aggregation
- Clients can import accounts and loans from thousands of institutions through account aggregation.checked 8 Oct 2026
- Client onboarding
- The client portal includes an eFact Finder for digital information gathering and account aggregation.checked 8 Oct 2026
- Client portal
- Its client portal gives clients access to financial plans and uses an eFact Finder to collect information during onboarding.checked 8 Oct 2026
- Custom reports
- The Client Report Editor lets advisors create reports from hundreds of components, including charts and graphs.checked 8 Oct 2026
- Integrations
- InvestCloud says integrations transfer client data securely in real time and specifically names MX for importing accounts and loans.checked 8 Oct 2026
- Intended users
- The product page describes NaviPlan as equipping financial professionals and firms to serve clients with financial plans.checked 8 Oct 2026
- Presentations
- The Presentation Module helps advisors present recommendations collaboratively and supports a compliant planning process.checked 8 Oct 2026
- Purpose
- NaviPlan provides financial planning tools for professionals, from goals based assessments to retirement income scenarios and estate planning.checked 8 Oct 2026
- Reporting
- The Client Report Editor lets advisors create custom reports from hundreds of report components, including charts and graphs.checked 8 Oct 2026
- Security
- InvestCloud says NaviPlan complies with ISO/IEC 27001 for information security management systems.checked 8 Oct 2026
- Support
- NaviPlan support includes hands-on training, ongoing help, custom product configuration, videos, reference guides, and functional documents.checked 8 Oct 2026
The company
- Headquarters
- InvestCloud lists its headquarters at 810 7th Ave, 24th floor, New York, NY 10019.checked 8 Oct 2026
Money
- Planning
- Features include cash flow planning, tax planning, estate planning, insurance planning, retirement income modeling, Monte Carlo analysis, and scenario analysis.checked 8 Oct 2026
- Planning features
- Listed features include advanced tax planning, cash flow planning, estate planning, insurance planning, retirement income modeling, and Monte Carlo analysis.checked 8 Oct 2026
- Trial
- InvestCloud provides a NaviPlan trial request page; it does not state a trial duration there.checked 8 Oct 2026
Where it runs
- Scenarios
- NaviPlan supports unlimited scenarios, including business planning, stock options, insurance recommendations, tax analysis, estate planning, cash flow analysis, and retirement income strategies.checked 8 Oct 2026
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