Behind NaviPlan’s mission to empower financial futures

COO of financial-planning software firm says award recognition reinforces commitment to support advisors and clients alike

Behind NaviPlan’s mission to empower financial futures

NaviPlan, which became part of InvestCloud last year, received the prestigious WP Readers’ Choice Award for Service Provider of the Year during the 2021 Wealth Professional Awards.

And as its chief operating officer can attest to, it’s an affirmation of the firm’s efforts to not just provide exceptional service and assistance, but also continually innovate to make the industry better.

“The entire team is honored by this recognition from the readers of Wealth Professional,” said NaviPlan COO Anthony Stich. “For us, the criteria to be selected for this award represents more than a set of required qualifications and instead reinforces our mission to empower everyone to understand and impact their financial future.”

With a reputation as one of the leading financial software solution providers in North America and the world, Naviplan offers solutions to help advisors and wealth firms as they help their clients wrestle with the challenges of financial planning.

“NaviPlan's platform is built on the industry's most accurate calculation engine, allowing businesses to customise their services to any client,” he says. “The solution is the goal-based financial planning platform for over 140,000 financial professionals around the world, with features ranging from simple goal-based assessments to comprehensive cash flow planning analyses.”

According to Stich, NaviPlan’s software boasts of being one of the highly trusted tools by five out of the top six Canadian life insurance companies. He also says it’s utilized by four out of the top five Canadian banks in Canada, and it has produced millions of financial plans each year around the world.

“We are proud to create the tools necessary for advisors and firms to provide their clients with quality advice to navigate the financial complexities of life,” Stich says.

To see the full list of awardees in 2021, click here.