Financial planning application

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Naviplan review by Consultant in Financial Services
Consultant in Financial Services
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"Naviplan is better than Asset Map"

What do you like best?

The depth of the tool in regards to collecting client information

What do you dislike?

It's clunky and time consuming to create new clients. Also, the recommendation feature could use more autonomy.

What business problems are you solving with the product? What benefits have you realized?

Naviplan helps me make recommendations for client account. Produces beautiful reports and uses useful information

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