NaviPlan Select

Company Info

Company Name:
Data Last Updated:
  • November 21, 2010
Data Verified by Company:
Website:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • (888) 692-3474
Year Founded
  • 1990
Number of Employees:
  • 300

Software Overview

Format:
Size of Firms Targeted:
Target Market:
Number of Firms Using:
  • 20,000

FP Features

Modules:
Accumulator Phase:
Retirement Phase:
Asset Allocation Assumptions:
Types of Reports:
Secondary Analysis:
Monte Carlo Analysis:
Client Portals:

Pricing

Pricing Based By:
Trial:
Initial Training:
Support:

Integrations

Outsource Solutions:
Portfolio Management Systems:
CRM:
Account Aggregation:
Financial Planning:
Rebalancing:
Analytics:
Document Management:
Websites:
Client Portals:
Form Fill:
Custodian:
IPS Software:
Web Reporting:
Report Packaging:
College Planning:
Other Applications:
Total System:

Security

Security Functionality:
Other Security Enhancements:
  • None

NaviPlan® Select is a powerful yet flexible program that lets you pick your plan.

NaviPlan® Select is a powerful yet flexible program that lets you pick your plan. For simple or sophisticated financial plans - you always have exactly what you need. It?s the very latest in financial planning technology, backed by more than 20 years of experience. So you can manage your clients' dreams and have total confidence in the plan you present.

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