---
description: NaviPlan : qu'en pensent les utilisateurs ? Lisez les avis clients sur NaviPlan, consultez les prix, tarifs, abonnements et découvrez ses fonctionnalités grâce à Capterra Luxembourg.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: NaviPlan - Avis, notes, prix et abonnements - Capterra Luxembourg 2026
---

Breadcrumb: [Accueil](/) > [Gestion des investissements](/directory/20010/investment-management/software) > [NaviPlan](/software/79437/naviplan)

# NaviPlan

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> En exploitant les calculs inégalés de NaviPlan, les conseillers peuvent s'adapter aux besoins de leurs clients grâce à des plans détaillés ou à des évaluations rapides.
> 
> Conclusion : 8 utilisateurs lui ont donné la note de **4.0/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**.

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## Présentation

### Qui utilise NaviPlan ?

Conseillers en placement enregistrés et courtiers de toutes tailles qui aident des clients de toutes tailles.

## Statistiques et notes

| Métrique | Notation | En détail |
| **Note globale** | **4.0/5** | 8 Avis |
| Simplicité | 3.5/5 | D'après l'ensemble des avis |
| Support client | 4.1/5 | D'après l'ensemble des avis |
| Rapport qualité-prix | 3.7/5 | D'après l'ensemble des avis |
|  Fonctionnalités | 4.0/5 | D'après l'ensemble des avis |
| Pourcentage de recommandation | 80% | (8/10 Probabilité de recommander le produit) |

## À propos de l'éditeur

- **Société**: Advicent
- **Fondé**: 2011

## Contexte commercial

- **À partir de**: 2.195,00 $US
- **Type de licence**:  (Essai gratuit)
- **Public cible**: Auto-entrepreneur, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+
- **Déploiement et plateformes**: Cloud, SaaS, web
- **Langues**: anglais, français
- **Pays disponibles**: Canada, États-Unis

##  Fonctionnalités

- Gestion des clients
- Gestion des risques
- Portail client
- Suivi de la conformité
- Suivi des investissements

## Ressources d'aide

- Service client/e-mail
- Base de connaissances
- Chat

## Category

- [Gestion des investissements](https://www.capterra.lu/directory/20010/investment-management/software)

##  Logiciels similaires

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2. [Stessa](https://www.capterra.lu/software/181042/stessa) — 4.5/5 (103 reviews)
3. [Agora](https://www.capterra.lu/software/1026247/agora) — 4.5/5 (12 reviews)
4. [First Rate Vantage](https://www.capterra.lu/software/179626/investor-portal) — 4.9/5 (18 reviews)
5. [Vestd](https://www.capterra.lu/software/207791/vestd) — 4.9/5 (97 reviews)

## Avis

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

> **Greg** | *26 novembre 2018* | Services financiers | Taux de recommandation : 10.0/10
> 
> **Avantages**: Reports provide the needed analytics and back ground data for each case. Customization almost not even needed.
> 
> **Inconvénients**: 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.

-----

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

> **Robert** | *12 août 2019* | Services financiers | Taux de recommandation : 4.0/10
> 
> **Avantages**: Detailed analysis and reporting.  Easy to input data
> 
> **Inconvénients**: 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

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

> **Amanda** | *9 janvier 2020* | Services financiers | Taux de recommandation : 6.0/10
> 
> **Avantages**: 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.
> 
> **Inconvénients**: 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.

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

> **Grace** | *20 décembre 2022* | Services financiers | Taux de recommandation : 8.0/10
> 
> **Avantages**: 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.
> 
> **Inconvénients**: 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 octobre 2021* | Services financiers | Taux de recommandation : 8.0/10
> 
> **Avantages**: 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.
> 
> **Inconvénients**: 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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## Liens

- [Afficher sur Capterra](https://www.capterra.lu/software/79437/naviplan)

## Cette page est disponible dans les langues suivantes.

| Langue | 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> |
| en-SG | <https://www.capterra.com.sg/software/79437/naviplan> |
| en-ZA | <https://www.capterra.co.za/software/79437/naviplan> |
| es | <https://www.capterra.es/software/79437/naviplan> |
| es-AR | <https://www.capterra.com.ar/software/79437/naviplan> |
| es-CL | <https://www.capterra.cl/software/79437/naviplan> |
| es-CO | <https://www.capterra.co/software/79437/naviplan> |
| es-CR | <https://www.capterra.co.cr/software/79437/naviplan> |
| es-DO | <https://www.capterra.do/software/79437/naviplan> |
| es-EC | <https://www.capterra.ec/software/79437/naviplan> |
| es-MX | <https://www.capterra.mx/software/79437/naviplan> |
| es-PA | <https://www.capterra.com.pa/software/79437/naviplan> |
| 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> |
| fr-CA | <https://fr.capterra.ca/software/79437/naviplan> |
| fr-LU | <https://www.capterra.lu/software/79437/naviplan> |
| pt | <https://www.capterra.com.br/software/79437/naviplan> |
| pt-PT | <https://www.capterra.pt/software/79437/naviplan> |

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