Review Detail
Overall rating
3.8
Company
4.0
Interface
4.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
5.0
LTC-College Planning
4.0
Estate Planning
3.0
Very powerful but recent additions seem to be buggy.
Advicent has made Naviplan support MUCH better.
User Review
The Good
Naviplan is very flexible. With the flexibility, you can model just about anything.
The Bad
The software is big and complex with multiple places to input data. There are new features that have been a little buggy.
The Bottom Line
There are a number of things that we would like to see different, but for the flexibility and the ability to thoroughly audit the data and output, I think this is the best out there.
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