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Planning software

NaviPlan

Financial planning software for advisors, from simple goals-based assessments to retirement income and estate planning.

Made by InvestCloud, Inc. Visit NaviPlan's website
Starting priceNo price found
No price on their site · looked Oct 6
Price on their own siteNo
Firm sizeNot assessed yet
Connections listed9 connectionsPershing NetX360, Schwab OpenView Gateway, Redtail and 6 more. Source and date for each below.
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What their website looks like

Screenshot of NaviPlan's homepage
NaviPlan's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

We couldn't find prices on InvestCloud, Inc.'s site

We looked on Oct 6. If you contact them, ask for: the price per user, the contract length, any setup or migration fee, and what happens to your data if you leave.

Source: No price on InvestCloud's NaviPlan pages: the NaviPlan page (investcloud.com/naviplan/), the trial request form page and the US master subscription agreement (fees are set in a separate signed schedule) checked; neither investcloud.com/pricing nor investcloud.com/naviplan/pricing/ exists. Not found, Oct 6.

What one person pays for other planning tools

Planning tools

Cheapest plan for one person, per month (our sum from each price page). 10 of 17 planning tools have a US-dollar price we can put per person. NaviPlan isn't on it: it doesn't publish a price.

MaxiFi PRO$49.92/moScenariosX$83.33/moWealthTrace$87.42/moMoneytree$99.58/moRightCapital$149.95/moVoyant$150/moIncome Lab$165.83/moMoneyGuide$166.67/moFinDash$239.20/moWealthTec Suite$291.25/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

MX
NaviPlan9 connections listed

Data goes out to

Nothing the vendor says it sends out
Listed, no detail
AlbridgeAppCrownEnvestnetOrionMorningstarPershing NetX360Schwab OpenView GatewayRedtail
Connection cost: NaviPlan publishes no pricing for us to read.
Pershing NetX360
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: NaviPlan page on InvestCloud's site, Integrations & Partnerships section (logo; the alt text is the only name given). Checked Oct 6.
Schwab OpenView Gateway
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: NaviPlan page on InvestCloud's site, Integrations & Partnerships section (logo; the alt text is the only name given). Checked Oct 6.
Redtail
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: NaviPlan page on InvestCloud's site, Integrations & Partnerships section (logo; the alt text is the only name given). Checked Oct 6.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools InvestCloud, Inc. lists.

MX
Checked on the vendor's site
  • Data in: clients' accounts and loans from thousands of institutions
Source: NaviPlan page on InvestCloud's site, Integrations & Partnerships section. Checked Oct 6.
Albridge
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: NaviPlan page on InvestCloud's site, Integrations & Partnerships section (logo; the alt text is the only name given). Checked Oct 6.
AppCrown
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: NaviPlan page on InvestCloud's site, Integrations & Partnerships section (logo; the alt text is the only name given). Checked Oct 6.
Envestnet
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: NaviPlan page on InvestCloud's site, Integrations & Partnerships section (logo; the alt text is the only name given). Checked Oct 6.
Orion
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: NaviPlan page on InvestCloud's site, Integrations & Partnerships section (logo; the alt text is the only name given). Checked Oct 6.
Morningstar
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: NaviPlan page on InvestCloud's site, Integrations & Partnerships section (logo; the alt text is the only name given). Checked Oct 6.

Moving to NaviPlan from another tool

What InvestCloud, Inc.'s own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

We didn't find it on the NaviPlan pages we read

We looked on Oct 8. Before you sign, ask InvestCloud, Inc. which tools they import from, what comes across (contacts, notes, documents, history), who does the work, and whether it costs extra.

Leaving later

Subscriptions renew unless either side gives notice 90 days before term end; on termination access stops and your firm's and clients' data is returned or destroyed within 90 days.
Checked on the vendor's site · Oct 6

Source: NaviPlan Master Subscription Agreement - US, on InvestCloud's site (the contracting company is named Advicent)

Also mentions NaviPlan, in words we couldn't label as an import: Income Lab. Its profile shows the words.

Fits best if

Our judgement

We haven't assessed fit for NaviPlan yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare NaviPlan with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

MaxiFi PRO
From $599/advisor/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
ScenariosX
From $1,000/login/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
WealthTrace
From $1,049/advisor/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
Moneytree
From $1,195/user/yr
Checked on the vendor's site · Oct 6
Salesforce Financial Services Cloud · Data link, direction not stated checkedSchwab · Data in checkedRedtail · Data in checkedWealthbox · Data in checked
View profile

Corrections

No corrections to this profile yet.

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