2 Reviews and Ratings
3 Reviews and Ratings
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NaviPlan is an invaluable financial planning tool. There are so many strategies and reports that can be built and used within the software. I've been using it for around 8 years and still don't how to use all of the functions. It has come a long way over the 8 years in terms of functionality. There is a definite learning curve, however, I've found it has become more user friendly.Incentivized
It is very well suited for reviewing client proposals, model portfolios and analyzing underlying holdings within various funds and portfolios. Envestnet also creates very clean client reports that are easy to read and understand. We also like Envestnet's proposal tool and have used the various proposal functions and reports when pitching new business.Incentivized
Employee benefits management, planning, and calculation become simpler with the Navi plan.Budget planning, risk management, and other account management become easy and simpler to analyze by the top management.Tax calculation and other payments become easy for the organization as well as individual employees.Cashflow analysis and modifications in the allocation become easy and could be understood by all the top-level management in a single window.Incentivized
Fund analytics.Portfolio construction.Sales and trading.Incentivized
Much favorable for small industries, so better to make it good for large enterprise also.Illustration can be made easy so that quick understanding can be done.Tracking of the particular item is a bit difficult, this could be made easier.Not much user friendly compared to the competitors. But does the job well.Incentivized
Online interface.Slow load up times.Clunky process of searching for funds.Incentivized
Snap Projections - We were using this software up until this year alongside Naviplan to see how it compared. The reason we tried Snap Projections was the difference in pricing. Naviplan is expensive, where Snap is only a fraction of the cost. The biggest reason we stayed with Naviplan was familiarity for the advisor presenting. He was accustomed to it. I find the interface of Naviplan better cosmetically. They both are great financial planning software tools with pros and cons in each. I have found that you can manipulate the software to show most of what you need. Both platforms continually update and take user feedback into consideration when building on to it so they both get better all the time Incentivized
Envestnet’s platform is very clean and user friendly. They have continued to provide software and platform updates and are open to client feedback and critiques. The portfolio analysis tool is a lot cleaner and more professional compared to other tools like Morningstar Direct and assetmark. Their fund universe is very extensive and with the additions of CITs we’ve been able to leverage the tool more effectively Incentivized
Tax calculation of the organization and employees was very difficult, and Navi Plan made is very easy now.The introduction of the software makes positive changes in the organization in managing the financial needs, which helps the organization to allocate what is required.Employee benefit calculation was a bit difficult and it made a big positive impact.It does the job and we get the best for what we pay for.If the industry becomes big, then slight changes must be introduced to manage the big data needs.Incentivized
Increased revenue.Increased client service metrics.Better fund analysis approach.Incentivized