News
NaviPlan is among the top technology partners to help advisors be more efficient and offer more services
Although financial planning technology
is still the most complained-about aspect of running
a financial services practice, industry-leading
NaviPlan software has made great strides to simplify
the most redundant tasks (i.e. data entry) and
help advisors efficiently deliver new and existing
services.
A summary of the technology found in InvestmentAdvisor.com’s Financial Planning Technology Directory by Andrew Gluck and Liana Roberts describes how the industry’s “big player”, NaviPlan, is addressing the interests of advisors by offering a web-based technology platform, easy-to-use planning levels, data integration, and integration with a leading account aggregator.
The article also looks optimistically at the upcoming May 2006 release of the software: “For advisors who want comprehensive cash-flow plans, NaviPlan Extended has long been the big seller, and version 10.1 will also allow users to limit data input required by choosing different levels of detail for different plans.”
Read Your Best Partners at InvestmentAdvisor.com.
