Review Detail
Overall rating
3.3
Company
4.0
Interface
1.0
Integration
5.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
1.0
Estate Planning
5.0
Excellent program with steep learning curve. Not perfect. Good support.
I recommend NaviPlan extended to serious planners.
User Review
The Good
Totally integrated input. Excellent cash flow based program. Estate planning is one of the better ones. The reports are great. Excellent audit trail. Cash flow manager and planner alerts are the best I've seen.
The Bad
Terrible ltc module. Results are unrealistic and useless. As with all porgrams there are always work around needs.
The Bottom Line
Best value. Takes a lot of hands on work to master. If you have high net worth or affluent clients and want a cash flow based planning program this is one of the best.
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