NaviPlan
Comprehensive planning: cash flow, tax, insurance, estate, complex scenarios.
Overview
Comprehensive financial planning software from Raymond James. Detailed cash flow, tax, insurance, estate, and retirement modeling. Strong on complex scenarios.
Key Features
- Detailed cash flow modeling
- Tax planning module
- Insurance needs analysis
- Estate planning tools
- Retirement scenarios
- Client presentations
Integrations
Raymond JamesMorningstarCustom API
Details
- Platforms
- Web, Desktop
- Target Users
- Raymond James Advisors, Enterprise Planners, Complex Case Specialists
- Pricing Model
- Contact
- Starting Price
- Free / Contact
- Full Pricing Details
- Enterprise / Raymond James
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