5.0 out of 5 stars

Financial planning application

Work for Naviplan?
Oracleepmcloud logo  other finance admin  2x

Learning about Naviplan?

We can help you find the solution that fits you best.

Naviplan Reviews

Ask Naviplan a Question
Write a Review
Filter Reviews
Filter Reviews
Company Size
User Role
User Industry
Showing 1 Naviplan review
LinkedIn Connections
Naviplan review by Consultant in Financial Services
Consultant in Financial Services
Validated Reviewer
Invitation from G2 Crowd
Reviewed On

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

Sign in to G2 Crowd to see what your connections have to say about Naviplan

What Other Finance & Admin. solution do you use?

Thanks for letting us know!

There are not enough reviews of Naviplan for G2 Crowd to provide buying insight. Below are some alternatives with more reviews:

CalendarBudget Logo
Maximize your wealth by tracking the past and planning the future
Square Invoices Logo
Square Invoices
Square Invoices is a software that offers sellers an easy and affordable way to get paid faster, send invoices from mobile device or computer.
TopNotepad Logo
TopNotepad is an online software for small and growing businesses that create invoices, manage inventory, track & receive payments, manage expenses and leads.
Working Papers Logo
Working Papers
CaseWare Working Papers is highly flexible engagement software that provides you with everything you would expect from an assurance and reporting tool plus much, much more! Engagements are planned, performed and reviewed entirely on screen, completely eliminating paper.
Morningstar Advisor Workstation Logo
Morningstar Advisor Workstation
Built for productivity, Morningstar® Advisor Workstationsupports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.
Anytime Collect Logo
Anytime Collect
A global solution for accounts receivable automation that helps businesses get paid faster.
emX Logo
Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.
Hubdoc Logo
Your key financial docs in one place. Automatically.
Junxure Logo
Junxure works with financial advisors to build their dream firm - improved client service, streamlined practice management and increased profitability.
Vestd Logo
Vestd is an FCA regulated platform that enables users to grow their business by distributing their equity. Vestd enables users to set up a share scheme easily, quickly and affordably.
Show more
Kate avatar
Kate from G2 Crowd

Learning about Naviplan?

I can help.
* We monitor all Naviplan reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.