---
description: Learn more about NaviPlan price, benefits, and disadvantages for businesses in Ireland. Read verified software reviews and discover tools that fit your business needs.
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title: NaviPlan Pricing, Cost & Reviews - Capterra Ireland 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [NaviPlan](/software/79437/naviplan)

# NaviPlan

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> From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals
> 
> Verdict: Rated **4.0/5** by 8 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses NaviPlan?

Registered Investment Advisors and Broker Dealers of All Sizes who serve Clients of any Size.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.0/5** | 8 Reviews |
| Ease of Use | 3.5/5 | Based on overall reviews |
| Customer Support | 4.1/5 | Based on overall reviews |
| Value for Money | 3.7/5 | Based on overall reviews |
| Features | 4.0/5 | Based on overall reviews |
| Recommendation percentage | 80% | (8/10 Likelihood to recommend) |

## About the vendor

- **Company**: Advicent
- **Founded**: 2011

## Commercial Context

- **Starting Price**: US$2,195.00
- **Pricing model**: Flat Rate (Free Trial)
- **Pricing Details**: One-year contract paid quarterly
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English, French
- **Available Countries**: Canada, United States

## Features

- Client Management
- Client Portal
- Compliance Tracking
- Investments Tracking
- Risk Management

## Support Options

- Email/Help Desk
- Knowledge Base
- Chat

## Category

- [Investment Management Software](https://www.capterra.ie/directory/20010/investment-management/software)

## Alternatives

1. [Morningstar Direct](https://www.capterra.ie/software/1074481/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Trade Ideas](https://www.capterra.ie/software/1030960/trade-ideas) — 4.7/5 (37 reviews)
3. [Human Interest](https://www.capterra.ie/software/1013332/human-interest) — 4.0/5 (36 reviews)
4. [WOWS Investment Portal](https://www.capterra.ie/software/1051443/wows) — 4.7/5 (97 reviews)
5. [Investera Pro](https://www.capterra.ie/software/1018626/investera-pro) — 4.8/5 (6 reviews)

## Reviews

### "Not complicated but not simplistic" — 5.0/5

> **Greg** | *26 November 2018* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: Reports provide the needed analytics and back ground data for each case. Customization almost not even needed.
> 
> **Cons**: The learning curve on the reports is pretty steep.
> 
> Tech support folks are great and easy to get on the tele. Reports are detailed and plan is highly customizeable.

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### "Reports are less than ideal to use in a sales meeting" — 4.0/5

> **Robert** | *12 August 2019* | Financial Services | Recommendation rating: 4.0/10
> 
> **Pros**: Detailed analysis and reporting.  Easy to input data
> 
> **Cons**: Easyto create duplication and output errors. Reports are way to detailed to present to clients.  Always cherry picked pages to bring in to meetings
> 
> Glad I am using something else like Razorplan

-----

### "Naviplan, the good, the bad, the ugly" — 2.0/5

> **Amanda** | *9 January 2020* | Financial Services | Recommendation rating: 6.0/10
> 
> **Pros**: I really like the ability to enter so much detailed data into this software. It is really nice to be able to add most of the details for any financial details. I also really love the quick reports. The itemized cash flow is so nice to have in order to double check your work.
> 
> **Cons**: Oh Naviplan - I must admit you feel a bit outdated. The software isn't the best for any sort of goals based financial plan. Mostly just plug and chug. Also Naviplan always, always has errors once it goes through a system update. Then they refused to provide you a timeline of when these errors will be fixed.
> 
> Overall, eh. Good it you are in love and cannot live without very detailed reports that remind you of excel. If you are looking for a more up to date software I would suggest others.

-----

### "Financial planning software" — 4.0/5

> **Grace** | *20 December 2022* | Financial Services | Recommendation rating: 8.0/10
> 
> **Pros**: It can do quite detailed plans that let us and clients see their assets and accounts on a screen, knowing what they can spend and how.
> 
> **Cons**: It is a learning curve. Hard to use and a bit counter intuitive

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### "NaviPlan is fantastic for producing Financial Plans for Clients" — 4.0/5

> **Jonathan** | *7 October 2021* | Financial Services | Recommendation rating: 8.0/10
> 
> **Pros**: NaviPlan is a fantastic tool to help produce full financial plans for clients. It is very in depth, intuitive and can be updated over time. You have the options to build unique plans for all different types of clients.
> 
> **Cons**: When getting started with NaviPlan it can be hard to understand and navigate. There are a lot of options and features that can be difficult to use/find. I would recommend doing tutorials so you can get the most out of this great product.
> 
> Once you get a good handle on NaviPlan, it is a fantastic tool for financial planning.

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## Links

- [View on Capterra](https://www.capterra.ie/software/79437/naviplan)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/79437/NaviPlan/> |
| en-AE | <https://www.capterra.ae/software/79437/naviplan> |
| en-AU | <https://www.capterra.com.au/software/79437/naviplan> |
| en-CA | <https://www.capterra.ca/software/79437/naviplan> |
| en-GB | <https://www.capterra.co.uk/software/79437/naviplan> |
| en-IE | <https://www.capterra.ie/software/79437/naviplan> |
| en-IL | <https://www.capterra.co.il/software/79437/naviplan> |
| en-IN | <https://www.capterra.in/software/79437/naviplan> |
| en-NZ | <https://www.capterra.co.nz/software/79437/naviplan> |
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| en-ZA | <https://www.capterra.co.za/software/79437/naviplan> |
| es | <https://www.capterra.es/software/79437/naviplan> |
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| es-CL | <https://www.capterra.cl/software/79437/naviplan> |
| es-CO | <https://www.capterra.co/software/79437/naviplan> |
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| es-PE | <https://www.capterra.pe/software/79437/naviplan> |
| fr | <https://www.capterra.fr/software/79437/naviplan> |
| fr-BE | <https://fr.capterra.be/software/79437/naviplan> |
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