Freedom251 › Financial Planning Software
NaviPlan
What NaviPlan is
NaviPlan is InvestCloud’s web-based financial planning software for financial professionals and firms serving clients with financial plans. Advisors can work across cash flow, goals, taxes, estate and insurance planning, investment planning, and retirement income modeling. Tools include Monte Carlo analysis and scenario analysis, with unlimited scenarios covering areas such as business planning, stock options, tax analysis, estate planning, and retirement strategies.
A client portal gives clients access to their plans and includes an eFact Finder for gathering information during onboarding. Clients can import accounts and loans from thousands of institutions through account aggregation; InvestCloud specifically names MX for this function. Advisors can present recommendations collaboratively with the Presentation Module, which supports a compliant planning process. The Client Report Editor lets advisors build custom reports from hundreds of components, including charts and graphs. InvestCloud says integrations transfer client data securely in real time and that NaviPlan complies with ISO/IEC 27001 for information security management systems. Support includes training, ongoing help, custom configuration, videos, reference guides, and functional documents. NaviPlan is paid, with pricing available on request, and a trial can be requested.
Who it suits
NaviPlan suits financial professionals and firms that prepare client plans involving cash flow, taxes, insurance, investments, estate planning, or retirement income. Its portal, onboarding tools, collaborative presentations, and custom reports are relevant to advisors who involve clients in the planning process.
What it does well
- Covers cash flow, tax, estate, insurance, and retirement income planning.
- Supports unlimited scenarios across multiple planning situations.
- Client portal includes an eFact Finder for onboarding.
- Aggregates accounts and loans from thousands of institutions.
- Builds custom reports from hundreds of components.
- Support includes training, ongoing help, and custom configuration.
What to know first
- Paid product with pricing available on request.
- Access is web-based.
Getting started
- Visit the NaviPlan website.
- Request a trial through InvestCloud’s trial request page.
- Arrange pricing with InvestCloud.
Verdict
Choose NaviPlan if your firm needs a web-based planning workflow spanning client onboarding, scenario analysis, presentations, and custom reports. Consider another option if you need a stated price before requesting a quote or a platform beyond the web.
Questions
How much does NaviPlan cost?
NaviPlan is paid, and pricing is available on request.
Can I try NaviPlan?
Yes. InvestCloud provides a NaviPlan trial request page.
What platform does NaviPlan support?
NaviPlan is web-based.
What planning capabilities does it include?
It includes cash flow, tax, estate, insurance, investment, and retirement income planning, along with Monte Carlo and scenario analysis.
Does NaviPlan support account aggregation?
Yes. Clients can import accounts and loans from thousands of institutions. InvestCloud specifically names MX.
Who makes NaviPlan?
NaviPlan is provided by InvestCloud.
Facts from NaviPlan's own pages
- Account aggregation
- Clients can import accounts and loans from thousands of institutions through account aggregation. · investcloud.com, 8 Oct 2026
- Client onboarding
- The client portal includes an eFact Finder for digital information gathering and account aggregation. · investcloud.com, 8 Oct 2026
- Client portal
- Its client portal gives clients access to financial plans and uses an eFact Finder to collect information during onboarding. · investcloud.com, 8 Oct 2026
- Custom reports
- The Client Report Editor lets advisors create reports from hundreds of components, including charts and graphs. · investcloud.com, 8 Oct 2026
- Headquarters
- InvestCloud lists its headquarters at 810 7th Ave, 24th floor, New York, NY 10019. · investcloud.com, 8 Oct 2026
- Integrations
- InvestCloud says integrations transfer client data securely in real time and specifically names MX for importing accounts and loans. · investcloud.com, 8 Oct 2026
- Intended users
- The product page describes NaviPlan as equipping financial professionals and firms to serve clients with financial plans. · investcloud.com, 8 Oct 2026
- Planning
- Features include cash flow planning, tax planning, estate planning, insurance planning, retirement income modeling, Monte Carlo analysis, and scenario analysis. · investcloud.com, 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. · investcloud.com, 8 Oct 2026
- Presentations
- The Presentation Module helps advisors present recommendations collaboratively and supports a compliant planning process. · investcloud.com, 8 Oct 2026
- Purpose
- NaviPlan provides financial planning tools for professionals, from goals based assessments to retirement income scenarios and estate planning. · investcloud.com, 8 Oct 2026
- Reporting
- The Client Report Editor lets advisors create custom reports from hundreds of report components, including charts and graphs. · investcloud.com, 8 Oct 2026
- Scenarios
- NaviPlan supports unlimited scenarios, including business planning, stock options, insurance recommendations, tax analysis, estate planning, cash flow analysis, and retirement income strategies. · investcloud.com, 8 Oct 2026
- Security
- InvestCloud says NaviPlan complies with ISO/IEC 27001 for information security management systems. · investcloud.com, 8 Oct 2026
- Support
- NaviPlan support includes hands-on training, ongoing help, custom product configuration, videos, reference guides, and functional documents. · investcloud.com, 8 Oct 2026
- Trial
- InvestCloud provides a NaviPlan trial request page; it does not state a trial duration there. · investcloud.com, 8 Oct 2026
Where NaviPlan stands on Freedom251
- Financial Planning Software#29 of 34