Technology
Naviplan
Last fetched
Naviplan is a technology in WhisperGraph's PredictLeads-derived TECHNOLOGY corpus, categorized under accounting and finance, with a published adopter count of 103 hostnames.
Profile
- Category
- accounting and finance
- Broader grouping
- accounting and finance
- Published adopter count
- 103
- Vendor
- advicentsolutions.com
Naviplan is a financial planning software designed for professionals to create detailed, comprehensive financial plans for clients. It supports advisors in analyzing complex financial scenarios and delivering personalized strategies, helping firms across various sectors such as banking, insurance, and broker-dealers to manage and optimize client financial outcomes.
Vendor site: https://www.advicentsolutions.com/en-us/products/naviplan
Sample adopters
20 hostnames WhisperGraph observed running Naviplan, a sample of the 103 published adopters.
- 3steprecruitment.ca
- cbiggroup.ca
- cpanewbrunswick.ca
- firstwestcu.ca
- gestionpatrimoineccr.ca
- mnp.ca
- raymondjames.ca
- skillhub.ca
- andsimple.co
- albertacentral.com
- ameriprise.com
- arizbank.com
- aspiriant.com
- assante.com
- bankbv.com
- beaconfamilyoffice.com
- befreeltd.com
- bilinguallink.com
- canaccordgenuitygroup.com
- capecodfive.com
Related pages
Pivot from Naviplan into its category and the vendor behind it.
Queries
Resolves the slug's technology-name candidate(s) and projects the winner's fields.
MATCH (t:TECHNOLOGY)
WHERE t.name =~ $pattern
WITH t ORDER BY t.adopterCount DESC, t.name ASC
WITH collect(t)[0] AS winner, count(t) AS candidates
RETURN winner.name AS name,
winner.description AS description,
winner.category AS category,
winner.parentCategories AS parentCategories,
winner.adopterCount AS adopterCount,
winner.url AS url,
winner.vendorApex AS vendorApex,
candidatesOr query Whisper from your own LLM workflow via the Whisper MCP server.