Side by side
Foundry Planning vs NaviPlan
Both stand on financial planning software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Paid Web
Foundry Planning combines broad financial planning models with CRM, tasks, document import, and client access. The annual paid plan and web-only delivery are important considerations for advisors.
Visit Foundry Planning
Free trial Web
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.
Visit NaviPlanThe facts
| Foundry Planning | NaviPlan | |
|---|---|---|
| Free plan | No | Not published |
| Open source | Not published | Not published |
| Runs on | Web | Web |
| Lowest paid plan | Foundry Planning: $166 a month | Not published |
| Plans published | 1 | None |
| Maker | Not published | Not published |
| Website | foundryplanning.com | investcloud.com |
| On financial planning software | #33 of 34 | #29 of 34 |
Foundry Planning: what it does well
- Year-by-year cash-flow engine
- Federal, state, and estate tax modeling
- 1,000-path Monte Carlo analysis
- Unlimited clients per advisor
- Built-in CRM and client portal
What to know first
- No free plan
- Web access only
- $166/mo billed annually
- 14-day trial is the only trial period listed
NaviPlan: 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.
What to know first
- Paid product with pricing available on request.
- Access is web-based.
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