---
description: Tudo sobre NaviPlan: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários. Saiba mais!
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title: NaviPlan - Preço, avaliações e classificação - Capterra Brasil 2026
---

Breadcrumb: [Home](/) > [Software de Gestão de Investimentos](/directory/20010/investment-management/software) > [NaviPlan](/software/79437/naviplan)

# NaviPlan

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> O NaviPlan é um software de planejamento financeiro abrangente que ajuda os consultores financeiros a atender às necessidades de seus clientes.
> 
> Conclusão: 8 usuários atribuíram a nota **4.0/5**. Melhor classificado para **Probabilidade de recomendação**.

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## Resumo

### Quem usa o NaviPlan?

Consultores financeiros, planejadores financeiros, contadores, bancos, escritórios familiares.

## Estatísticas e notas

| Métrica | Classificação | Detalhes |
| **Geral** | **4.0/5** | 8 Avaliações |
| Praticidade | 3.5/5 | Com base em avaliações gerais |
| Suporte ao cliente | 4.1/5 | Com base em avaliações gerais |
| Relação qualidade/preço | 3.7/5 | Com base em avaliações gerais |
| Recursos | 4.0/5 | Com base em avaliações gerais |
| Porcentagem de recomendação | 80% | (8/10 Probabilidade de recomendação) |

## Sobre o fornecedor

- **Empresa**: Advicent
- **Fundada**: 2011

## Contexto comercial

- **Preço inicial**: US$ 2.195,00
- **Modelo de preços**:  (Teste grátis)
- **Público-alvo**: Profissional autônomo, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+
- **Implantação e plataformas**: Nuvem, SaaS, baseado na web
- **Idiomas**: francês, inglês
- **Países disponíveis**: Canadá, Estados Unidos

## Recursos

- Gestão de clientes
- Gestão do risco
- Portal do cliente
- Rastreamento de conformidade
- Rastreamento de investimentos

## Opções de suporte

- Email/Help Desk
- Base de conhecimento
- Bate-papo

## Category

- [Software de Gestão de Investimentos](https://www.capterra.com.br/directory/20010/investment-management/software)

## Alternativas

1. [Stessa](https://www.capterra.com.br/software/181042/stessa) — 4.5/5 (104 reviews)
2. [First Rate Vantage](https://www.capterra.com.br/software/179626/investor-portal) — 4.9/5 (18 reviews)
3. [Vestd](https://www.capterra.com.br/software/207791/vestd) — 4.9/5 (97 reviews)
4. [Youhodler](https://www.capterra.com.br/software/1075066/Youhodler) — 5.0/5 (1 reviews)

## Avaliações

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

> **Greg** | *26 de novembro de 2018* | Serviços financeiros | Taxa de recomendação: 10.0/10
> 
> **Vantagens**: Reports provide the needed analytics and back ground data for each case. Customization almost not even needed.
> 
> **Desvantagens**: 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 de agosto de 2019* | Serviços financeiros | Taxa de recomendação: 4.0/10
> 
> **Vantagens**: Detailed analysis and reporting.  Easy to input data
> 
> **Desvantagens**: 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 de janeiro de 2020* | Serviços financeiros | Taxa de recomendação: 6.0/10
> 
> **Vantagens**: 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.
> 
> **Desvantagens**: 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 de dezembro de 2022* | Serviços financeiros | Taxa de recomendação: 8.0/10
> 
> **Vantagens**: 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.
> 
> **Desvantagens**: 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 de outubro de 2021* | Serviços financeiros | Taxa de recomendação: 8.0/10
> 
> **Vantagens**: 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.
> 
> **Desvantagens**: 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

- [Ver em Capterra](https://www.capterra.com.br/software/79437/naviplan)

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