News
NaviPlan is the software that most clearly reflects and analyzes your clients needs
The financial services industry is heating
up—Baby Boomers are planning for retirement, and the latest financial planning applications are increasing the capabilities of advisors as they meet the emerging needs of this mass market head-on.
“NaviPlan is software designed to help accountants and planners attract more clients, increase assets under management, and sell more products and services,” reports Dave McClure in WebCPA’s most recent review of financial planning software.
Noting that software is improving across the industry, McClure’s review examines the way seven of the leading applications are enabling advisors to secure new business at the early stages in a client relationship with tools that analyze the client’s current goals and ability to meet those goals.
“[NaviPlan] is also the software package that most clearly reflects an understanding of the role of basic analysis and efficiently manages the differing levels of client needs,” McClure writes.
Basic analysis tools are important because they enable the financial services industry to continue turning a profit while helping a generation that has done a poor job of saving for retirement and can’t afford full financial plans.
McClure: "…NaviPlan remains the most flexible of the basic analysis packages. From simple goal-setting and what-if scenarios to stock option modeling and business planning, this is a well-crafted software solution worthy of strong consideration by accountants."
Read the full review at WebCPA.com.
