NaviPlan recognized as the leading financial planning software in terms of users

January’s ‘Winning Tactics’ report published by Tiburon Strategic Advisors provides readers with an ‘initial understanding of the key winning tactical strategies’ when it comes to the variety of financial planning software options.

The report names NaviPlan as the leading financial planning software based on the number of users who choose NaviPlan products over the other 57 financial planning software products available on the market today. The report states, “NaviPlan is the leading financial planning software in terms of users, likely because of its early launches in 1995 in Canada and 1998 in the US and its institutional target manner.”

Profiles is also mentioned in the report, gaining the title of ‘leading financial planning software product used by independent reps’, along with the Morningstar planning software.

Read the full report: Financial Services Industry & Financial Advisor Winning Tactics: Definining the Five Tactical Keys to Success.