NaviPlan by Advicent

We use NaviPlan to build out future projections based on financial plans we build. We use it to show income streams in retirement and to show how long a clients money will last. We use it to show numerous strategies with insurance and corporations. It allows us to show the tax implications of what they are currently doing versus what we are recommending. We use it to solidify the plans we have already built.

• Cash Flow in retirement - we use it to confirm our assumptions
• Running different scenarios to determine tax implications
• Showing insurance and investment strategies

• It definitely has a positive impact on our business. It brings confidence to our clients that we know what we are doing.
• Clients are very impressed when you walk them through the software
• The reports blow people away. Combined with our financial plans, we can build bulletproof financial plans.

It lets the company create employees' accounts in one window so that the management, as well as the employee, can get information regarding the salary account, allowance, increment, installment and other financial EMI/subscription, retirement, loans, bills, savings, life insurance, health insurance, etc. It is very much flexible and can generate documents in a summarised form to present the status of what we require from the needy. This is a central database that is secure, easy to track, easy to input the data, and also much simpler in displaying what the user requires. It is a fully featured financial management software developed to serve mainly small industries and other enterprises to get end-to-end solutions. This online management software offers employee management, client management, fund management, budget planning, risk management, tax planning, and calculation in one place.

• Good user interface to input data.
• Tax calculation and budget planning.
• Employee management and client management.
• Employee Benefits calculation and planning.

• 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.

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