NaviPlan

Spec sheet

Purpose

NaviPlan provides financial planning tools for professionals, from goals based assessments to retirement income scenarios and estate planning.Read 8 Oct 2026 · investcloud.com

Intended users

The product page describes NaviPlan as equipping financial professionals and firms to serve clients with financial plans.Read 8 Oct 2026 · investcloud.com

Trial

InvestCloud provides a NaviPlan trial request page; it does not state a trial duration there.Read 8 Oct 2026 · investcloud.com

Integrations

InvestCloud says integrations transfer client data securely in real time and specifically names MX for importing accounts and loans.Read 8 Oct 2026 · investcloud.com

Security

InvestCloud says NaviPlan complies with ISO/IEC 27001 for information security management systems.Read 8 Oct 2026 · investcloud.com

Support

NaviPlan support includes hands-on training, ongoing help, custom product configuration, videos, reference guides, and functional documents.Read 8 Oct 2026 · investcloud.com

Headquarters

InvestCloud lists its headquarters at 810 7th Ave, 24th floor, New York, NY 10019.Read 8 Oct 2026 · investcloud.com

Account aggregation

Clients can import accounts and loans from thousands of institutions through account aggregation.Read 8 Oct 2026 · investcloud.com

Client onboarding

The client portal includes an eFact Finder for digital information gathering and account aggregation.Read 8 Oct 2026 · investcloud.com

Client portal

Its client portal gives clients access to financial plans and uses an eFact Finder to collect information during onboarding.Read 8 Oct 2026 · investcloud.com

Custom reports

The Client Report Editor lets advisors create reports from hundreds of components, including charts and graphs.Read 8 Oct 2026 · investcloud.com

Planning

Features include cash flow planning, tax planning, estate planning, insurance planning, retirement income modeling, Monte Carlo analysis, and scenario analysis.Read 8 Oct 2026 · investcloud.com

Planning features

Listed features include advanced tax planning, cash flow planning, estate planning, insurance planning, retirement income modeling, and Monte Carlo analysis.Read 8 Oct 2026 · investcloud.com

Presentations

The Presentation Module helps advisors present recommendations collaboratively and supports a compliant planning process.Read 8 Oct 2026 · investcloud.com

Reporting

The Client Report Editor lets advisors create custom reports from hundreds of report components, including charts and graphs.Read 8 Oct 2026 · investcloud.com

Scenarios

NaviPlan supports unlimited scenarios, including business planning, stock options, insurance recommendations, tax analysis, estate planning, cash flow analysis, and retirement income strategies.Read 8 Oct 2026 · investcloud.com

Where Specifiction places it

• Financial Planning Software#29 of 346.9