Reviews written by dang216

2 results - showing 1 - 2  
 
 
NaviPlan Extended
Financial Planning
dang216dang216   February 16, 2010
Overall rating 
 
 
3.3
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
2.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

I have used NaviPlan Extended for 10 years and find it well-suited to our high net worth client base

We are starting to wonder if this tool has kept pace with competing programs in terms of integration and online access.

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A Roundup Of Leading Advisor CRM Systems
Webinars
dang216dang216   February 11, 2010
(Updated: February 11, 2010)
5.0
Average Attendee Rating
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2 results - showing 1 - 2