{"id":6129,"date":"2024-03-21T20:38:22","date_gmt":"2024-03-21T20:38:22","guid":{"rendered":"https:\/\/invest-cloud.co\/?page_id=6129"},"modified":"2024-10-14T15:39:56","modified_gmt":"2024-10-14T19:39:56","slug":"naviplan-products","status":"publish","type":"page","link":"https:\/\/invest-cloud.co\/naviplan-products\/","title":{"rendered":"NaviPlan Products"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"6129\" class=\"elementor elementor-6129\" data-elementor-post-type=\"page\">\n\t\t\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-9d9222e e-con-full e-flex e-con e-parent\" data-id=\"9d9222e\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-a46495b e-flex e-con-boxed e-con e-child\" data-id=\"a46495b\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-ac6d007 e-flex e-con-boxed e-con e-child\" data-id=\"ac6d007\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e9d133c elementor-widget elementor-widget-text-editor\" data-id=\"e9d133c\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"sub-title\">There are countless paths to every client goal.<\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c7a4730 elementor-widget elementor-widget-heading\" data-id=\"c7a4730\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Financial Planning <br> Software Solutions\n<\/h1>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-580a2ae e-flex e-con-boxed e-con e-child\" data-id=\"580a2ae\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a7d3c67 elementor-widget elementor-widget-button\" data-id=\"a7d3c67\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/invest-cloud.co\/naviplan-features\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Explore Features<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-afca10a elementor-widget elementor-widget-button\" data-id=\"afca10a\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/invest-cloud.co\/naviplan-request-a-trial\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Request a Trial<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5102beb elementor-arrows-position-outside elementor-pagination-position-outside elementor-widget elementor-widget-image-carousel\" data-id=\"5102beb\" data-element_type=\"widget\" data-settings=\"{&quot;slides_to_show&quot;:&quot;1&quot;,&quot;navigation&quot;:&quot;both&quot;,&quot;autoplay&quot;:&quot;yes&quot;,&quot;pause_on_hover&quot;:&quot;yes&quot;,&quot;pause_on_interaction&quot;:&quot;yes&quot;,&quot;autoplay_speed&quot;:5000,&quot;infinite&quot;:&quot;yes&quot;,&quot;effect&quot;:&quot;slide&quot;,&quot;speed&quot;:500}\" data-widget_type=\"image-carousel.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-image-carousel-wrapper swiper\" dir=\"ltr\">\n\t\t\t<div class=\"elementor-image-carousel swiper-wrapper\" aria-live=\"off\">\n\t\t\t\t\t\t\t\t<div class=\"swiper-slide\" role=\"group\" aria-roledescription=\"slide\" aria-label=\"1 of 3\"><figure class=\"swiper-slide-inner\"><img decoding=\"async\" class=\"swiper-slide-image\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/09\/naviplan-get-on-track-768x391.png\" alt=\"digital financial screen with graphs\" \/><\/figure><\/div><div class=\"swiper-slide\" role=\"group\" aria-roledescription=\"slide\" aria-label=\"2 of 3\"><figure class=\"swiper-slide-inner\"><img decoding=\"async\" class=\"swiper-slide-image\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/04\/Top-Home-NaviPlan-Slider-2nd-768x371.png\" alt=\"\" \/><\/figure><\/div><div class=\"swiper-slide\" role=\"group\" aria-roledescription=\"slide\" aria-label=\"3 of 3\"><figure class=\"swiper-slide-inner\"><img decoding=\"async\" class=\"swiper-slide-image\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/04\/Top-Home-and-NaviPlan-Slider-768x552.png\" alt=\"\" \/><\/figure><\/div>\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-swiper-button elementor-swiper-button-prev\" role=\"button\" tabindex=\"0\">\n\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"eicon-chevron-left\"><\/i>\t\t\t\t\t<\/div>\n\t\t\t\t\t<div class=\"elementor-swiper-button elementor-swiper-button-next\" role=\"button\" tabindex=\"0\">\n\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"eicon-chevron-right\"><\/i>\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<div class=\"swiper-pagination\"><\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-225ebd9 e-flex e-con-boxed e-con e-parent\" data-id=\"225ebd9\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3d1e393 elementor-widget elementor-widget-heading\" data-id=\"3d1e393\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Comprehensive financial planning software<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-637ebd4 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"637ebd4\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e788b86 elementor-widget elementor-widget-text-editor\" data-id=\"e788b86\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-709298a e-flex e-con-boxed e-con e-parent\" data-id=\"709298a\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ce8a054 elementor-widget__width-inherit comprehensive-tabs e-n-tabs-none elementor-widget elementor-widget-n-tabs\" data-id=\"ce8a054\" data-element_type=\"widget\" data-settings=\"{&quot;tabs_justify_horizontal&quot;:&quot;center&quot;,&quot;horizontal_scroll&quot;:&quot;disable&quot;}\" data-widget_type=\"nested-tabs.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"e-n-tabs\" data-widget-number=\"216571988\" aria-label=\"Tabs. Open items with Enter or Space, close with Escape and navigate using the Arrow keys.\">\n\t\t\t<div class=\"e-n-tabs-heading\" role=\"tablist\">\n\t\t\t\t\t<button id=\"e-n-tab-title-2165719881\" class=\"e-n-tab-title\" aria-selected=\"true\" data-tab-index=\"1\" role=\"tab\" tabindex=\"0\" aria-controls=\"e-n-tab-content-2165719881\" style=\"--n-tabs-title-order: 1;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tLead generation <br>&amp; goal discovery\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-2165719882\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"2\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-2165719882\" style=\"--n-tabs-title-order: 2;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tCash flow <br>analysis\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-2165719883\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"3\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-2165719883\" style=\"--n-tabs-title-order: 3;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tRecommendation <br>&amp; presentation\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-2165719884\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"4\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-2165719884\" style=\"--n-tabs-title-order: 4;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tImplementation <br>&amp; monitoring\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t\t<\/div>\n\t\t\t<div class=\"e-n-tabs-content\">\n\t\t\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" id=\"e-n-tab-content-2165719881\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-2165719881\" data-tab-index=\"1\" style=\"--n-tabs-title-order: 1;\" class=\"e-active elementor-element elementor-element-3bfe49d e-con-full e-flex e-con e-child\" data-id=\"3bfe49d\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5c2d4b9 elementor-widget elementor-widget-image\" data-id=\"5c2d4b9\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"396\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Collaborative-Fact-Finder_1-1024x507.png\" class=\"attachment-large size-large wp-image-6301\" alt=\"NaviPlan Client Portal Collaborative Fact Finder\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Collaborative-Fact-Finder_1-1024x507.png 1024w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Collaborative-Fact-Finder_1-300x149.png 300w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Collaborative-Fact-Finder_1-768x381.png 768w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Collaborative-Fact-Finder_1-1536x761.png 1536w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Collaborative-Fact-Finder_1.png 1907w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-c6d4534 elementor-hidden-mobile e-flex e-con-boxed e-con e-child\" data-id=\"c6d4534\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-38efe05 elementor-widget elementor-widget-image\" data-id=\"38efe05\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-38-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6320\" alt=\"Lead Generation and Goal Discovery\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-38-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-38.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8d0facb elementor-widget elementor-widget-image\" data-id=\"8d0facb\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-15_1-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6321\" alt=\"Cash Flow Planning\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-15_1-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-15_1.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-03d3a0e elementor-widget elementor-widget-image\" data-id=\"03d3a0e\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-19-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6322\" alt=\"Recommendation and presentation\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-19-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-19.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c1eab7b elementor-widget elementor-widget-image\" data-id=\"c1eab7b\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-35-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6323\" alt=\"Implementation and Monitoring\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-35-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-35.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-82c80c8 elementor-widget elementor-widget-heading\" data-id=\"82c80c8\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Lead generation &amp; goal discovery\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-16efb88 elementor-widget elementor-widget-text-editor\" data-id=\"16efb88\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<section class=\"feature-section\"><div class=\"feature-box\"><div class=\"carousel-box js-Carousel carousel-box--hasDots\"><div class=\"contain-feature-carousel-slider\"><div class=\"contain-feature-text js-Captions\"><div id=\"naviplan-1-tab\" class=\"js-Caption\" tabindex=\"0\" role=\"tabpanel\" aria-labelledby=\"naviplan-1\"><p class=\"feature-text\">Client onboarding should take minutes, not hours. Simplify data gathering and account aggregation with the NaviPlan client portal and its built-in eFact Finder.<\/p><\/div><\/div><\/div><\/div><\/div><\/section><div class=\"AD-m-ContentBlock\"><div class=\"AD-l-LayoutConstraint\">\u00a0<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" id=\"e-n-tab-content-2165719882\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-2165719882\" data-tab-index=\"2\" style=\"--n-tabs-title-order: 2;\" class=\" elementor-element elementor-element-1b5b39d e-con-full e-flex e-con e-child\" data-id=\"1b5b39d\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-408fcca elementor-widget elementor-widget-image\" data-id=\"408fcca\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"409\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/10\/Naviplan-products-cash-flow-analysis-screen-1024x523.png\" class=\"attachment-large size-large wp-image-14792\" alt=\"screen displaying financial information\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/10\/Naviplan-products-cash-flow-analysis-screen-1024x523.png 1024w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/10\/Naviplan-products-cash-flow-analysis-screen-300x153.png 300w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/10\/Naviplan-products-cash-flow-analysis-screen-768x392.png 768w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/10\/Naviplan-products-cash-flow-analysis-screen-1536x784.png 1536w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/10\/Naviplan-products-cash-flow-analysis-screen.png 1851w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-d8b906d elementor-hidden-mobile e-flex e-con-boxed e-con e-child\" data-id=\"d8b906d\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6a60ac6 elementor-widget elementor-widget-image\" data-id=\"6a60ac6\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-38-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6320\" alt=\"Lead Generation and Goal Discovery\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-38-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-38.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cdc59ef elementor-widget elementor-widget-image\" data-id=\"cdc59ef\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-15_1-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6321\" alt=\"Cash Flow Planning\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-15_1-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-15_1.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bae3403 elementor-widget elementor-widget-image\" data-id=\"bae3403\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-19-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6322\" alt=\"Recommendation and presentation\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-19-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-19.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d9919f5 elementor-widget elementor-widget-image\" data-id=\"d9919f5\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-35-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6323\" alt=\"Implementation and Monitoring\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-35-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-35.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3a355fc elementor-widget elementor-widget-heading\" data-id=\"3a355fc\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Cash flow analysis\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3f97c6e elementor-widget elementor-widget-text-editor\" data-id=\"3f97c6e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<section class=\"feature-section\"><div class=\"feature-box\"><div class=\"carousel-box js-Carousel carousel-box--hasDots\"><div class=\"contain-feature-carousel-slider\"><div class=\"contain-feature-text js-Captions\"><div id=\"naviplan-1-tab\" class=\"js-Caption\" tabindex=\"0\" role=\"tabpanel\" aria-labelledby=\"naviplan-1\"><p class=\"feature-text\">Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies.<\/p><\/div><\/div><\/div><\/div><\/div><\/section><div class=\"AD-m-ContentBlock\"><div class=\"AD-l-LayoutConstraint\">\u00a0<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" id=\"e-n-tab-content-2165719883\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-2165719883\" data-tab-index=\"3\" style=\"--n-tabs-title-order: 3;\" class=\" elementor-element elementor-element-87e14f4 e-con-full e-flex e-con e-child\" data-id=\"87e14f4\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-eeb58bd elementor-widget elementor-widget-image\" data-id=\"eeb58bd\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"545\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/Naviplan-overview-slider-recommendation-presentation-1024x697.png\" class=\"attachment-large size-large wp-image-6312\" alt=\"Naviplan overview slider recommendation presentation\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/Naviplan-overview-slider-recommendation-presentation-1024x697.png 1024w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/Naviplan-overview-slider-recommendation-presentation-300x204.png 300w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/Naviplan-overview-slider-recommendation-presentation-768x523.png 768w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/Naviplan-overview-slider-recommendation-presentation.png 1338w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-e69d2be elementor-hidden-mobile e-flex e-con-boxed e-con e-child\" data-id=\"e69d2be\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4868714 elementor-widget elementor-widget-image\" data-id=\"4868714\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-38-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6320\" alt=\"Lead Generation and Goal Discovery\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-38-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-38.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5573abf elementor-widget elementor-widget-image\" data-id=\"5573abf\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-15_1-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6321\" alt=\"Cash Flow Planning\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-15_1-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-15_1.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-387cc24 elementor-widget elementor-widget-image\" data-id=\"387cc24\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-19-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6322\" alt=\"Recommendation and presentation\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-19-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-19.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-77d3ba3 elementor-widget elementor-widget-image\" data-id=\"77d3ba3\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-35-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6323\" alt=\"Implementation and Monitoring\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-35-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-35.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1b2e6d6 elementor-widget elementor-widget-heading\" data-id=\"1b2e6d6\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Recommendation &amp; presentation<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3d7e55a elementor-widget elementor-widget-text-editor\" data-id=\"3d7e55a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<section class=\"feature-section\"><div class=\"feature-box\"><div class=\"carousel-box js-Carousel carousel-box--hasDots\"><div class=\"contain-feature-carousel-slider\"><div class=\"contain-feature-text js-Captions\"><div id=\"naviplan-1-tab\" class=\"js-Caption\" tabindex=\"0\" role=\"tabpanel\" aria-labelledby=\"naviplan-1\"><p class=\"feature-text\">The intuitive NaviPlan Presentation Module takes client meetings to the next level. Guide prospects through their financial picture and immediately demonstrate the value of your recommendations with engaging visuals.<\/p><\/div><\/div><\/div><\/div><\/div><\/section><div class=\"AD-m-ContentBlock\"><div class=\"AD-l-LayoutConstraint\">\u00a0<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" id=\"e-n-tab-content-2165719884\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-2165719884\" data-tab-index=\"4\" style=\"--n-tabs-title-order: 4;\" class=\" elementor-element elementor-element-7842398 e-con-full e-flex e-con e-child\" data-id=\"7842398\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9e77b8b elementor-widget elementor-widget-image\" data-id=\"9e77b8b\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"443\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Overview-Slider-Implementation-and-Monitoring-1024x567.png\" class=\"attachment-large size-large wp-image-6313\" alt=\"NaviPlan Overview Slider Implementation and Monitoring\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Overview-Slider-Implementation-and-Monitoring-1024x567.png 1024w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Overview-Slider-Implementation-and-Monitoring-300x166.png 300w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Overview-Slider-Implementation-and-Monitoring-768x425.png 768w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Overview-Slider-Implementation-and-Monitoring-1536x850.png 1536w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Overview-Slider-Implementation-and-Monitoring.png 1707w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-0a01da7 elementor-hidden-mobile e-flex e-con-boxed e-con e-child\" data-id=\"0a01da7\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4ad8f8f elementor-widget elementor-widget-image\" data-id=\"4ad8f8f\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-38-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6320\" alt=\"Lead Generation and Goal Discovery\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-38-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-38.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-339870e elementor-widget elementor-widget-image\" data-id=\"339870e\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-15_1-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6321\" alt=\"Cash Flow Planning\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-15_1-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-15_1.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4d2b066 elementor-widget elementor-widget-image\" data-id=\"4d2b066\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-19-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6322\" alt=\"Recommendation and presentation\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-19-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-19.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0a5798e elementor-widget elementor-widget-image\" data-id=\"0a5798e\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-35-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6323\" alt=\"Implementation and Monitoring\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-35-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-35.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-75b329b elementor-widget elementor-widget-heading\" data-id=\"75b329b\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Implementation &amp; monitoring\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b1f6516 elementor-widget elementor-widget-text-editor\" data-id=\"b1f6516\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<section class=\"feature-section\"><div class=\"feature-box\"><div class=\"carousel-box js-Carousel carousel-box--hasDots\"><div class=\"contain-feature-carousel-slider\"><div class=\"contain-feature-text js-Captions\"><div id=\"naviplan-1-tab\" class=\"js-Caption\" tabindex=\"0\" role=\"tabpanel\" aria-labelledby=\"naviplan-1\"><p class=\"feature-text\">The always-accessible NaviPlan client portal allows clients to monitor and evaluate plan progress and make adjustments with the &#8220;explore your options&#8221; feature. The vast client report library in NaviPlan also accommodates clients who prefer traditional resources.<\/p><\/div><\/div><\/div><\/div><\/div><\/section><div class=\"AD-m-ContentBlock\"><div class=\"AD-l-LayoutConstraint\">\u00a0<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-fc9c1f5 e-flex e-con-boxed e-con e-parent\" data-id=\"fc9c1f5\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d75753e elementor-widget elementor-widget-heading\" data-id=\"d75753e\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Explore NaviPlan Features<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-669488e elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"669488e\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-211d1d2 e-n-tabs-none elementor-widget elementor-widget-n-tabs\" data-id=\"211d1d2\" data-element_type=\"widget\" data-settings=\"{&quot;horizontal_scroll&quot;:&quot;disable&quot;}\" data-widget_type=\"nested-tabs.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"e-n-tabs\" data-widget-number=\"34722258\" aria-label=\"Tabs. Open items with Enter or Space, close with Escape and navigate using the Arrow keys.\">\n\t\t\t<div class=\"e-n-tabs-heading\" role=\"tablist\">\n\t\t\t\t\t<button id=\"e-n-tab-title-347222581\" class=\"e-n-tab-title\" aria-selected=\"true\" data-tab-index=\"1\" role=\"tab\" tabindex=\"0\" aria-controls=\"e-n-tab-content-347222581\" style=\"--n-tabs-title-order: 1;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tUnited States\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-347222582\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"2\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-347222582\" style=\"--n-tabs-title-order: 2;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tCanada\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t\t<\/div>\n\t\t\t<div class=\"e-n-tabs-content\">\n\t\t\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" id=\"e-n-tab-content-347222581\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-347222581\" data-tab-index=\"1\" style=\"--n-tabs-title-order: 1;\" class=\"e-active elementor-element elementor-element-b728e9e e-con-full e-flex e-con e-child\" data-id=\"b728e9e\" data-element_type=\"container\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-966c9e0 e-flex e-con-boxed e-con e-child\" data-id=\"966c9e0\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b744132 elementor-widget-mobile__width-inherit elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"b744132\" data-element_type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Account aggregation<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Advanced tax planning<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Asset allocation & risk tolerance<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Business planning<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Cash flow planning<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\"> Client portal<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Collaborative financial planning<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Compliance workflow<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Custom client reports<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a252ef0 elementor-widget-mobile__width-inherit elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"a252ef0\" data-element_type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Equity compensation<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Estate planning<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Financial fact finder<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Goals based planning<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Guided Retirement<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Insurance planning<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Monte Carlo analysis<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Retirement income modeling<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Scenario analysis<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" id=\"e-n-tab-content-347222582\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-347222582\" data-tab-index=\"2\" style=\"--n-tabs-title-order: 2;\" class=\" elementor-element elementor-element-ee4a8ff e-con-full e-flex e-con e-child\" data-id=\"ee4a8ff\" data-element_type=\"container\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-d90aad2 e-flex e-con-boxed e-con e-child\" data-id=\"d90aad2\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-51db2cc elementor-widget-mobile__width-inherit elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"51db2cc\" data-element_type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Advanced tax planning<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Asset allocation & risk tolerance<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Business planning<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Cash flow planning<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\"> Client portal<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Collaborative planning<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Compliance workflow<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Custom client reports<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cc28b88 elementor-widget-mobile__width-inherit elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"cc28b88\" data-element_type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Digital fact finder<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Goals based planning<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Guided Retirement<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Insurance planning<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Monte Carlo analysis<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Retirement income modeling<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-check\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Scenario manager<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-088f5dd e-flex e-con-boxed e-con e-parent\" data-id=\"088f5dd\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-00a2c9c elementor-widget elementor-widget-heading\" data-id=\"00a2c9c\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Deliver a seamless digital experience\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d94e21a elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"d94e21a\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-086a65a elementor-widget elementor-widget-text-editor\" data-id=\"086a65a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>The interactive NaviPlan client portal gives clients unhindered access to their financial plans and expedites the onboarding process through its eFact Finder. Deliver a seamless digital experience while maximizing value in face-to-face meetings.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-191b320 elementor-widget elementor-widget-button\" data-id=\"191b320\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/invest-cloud.co\/naviplan-client-portal\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Learn more about the NaviPlan Client Portal<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-9d274b0 e-flex e-con-boxed e-con e-parent\" data-id=\"9d274b0\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d443b47 elementor-widget__width-inherit comprehensive-tabs e-n-tabs-none elementor-widget elementor-widget-n-tabs\" data-id=\"d443b47\" data-element_type=\"widget\" data-settings=\"{&quot;tabs_justify_horizontal&quot;:&quot;center&quot;,&quot;horizontal_scroll&quot;:&quot;disable&quot;}\" data-widget_type=\"nested-tabs.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"e-n-tabs\" data-widget-number=\"222575431\" aria-label=\"Tabs. Open items with Enter or Space, close with Escape and navigate using the Arrow keys.\">\n\t\t\t<div class=\"e-n-tabs-heading\" role=\"tablist\">\n\t\t\t\t\t<button id=\"e-n-tab-title-2225754311\" class=\"e-n-tab-title\" aria-selected=\"true\" data-tab-index=\"1\" role=\"tab\" tabindex=\"0\" aria-controls=\"e-n-tab-content-2225754311\" style=\"--n-tabs-title-order: 1;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tAccount<br>Aggregation\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-2225754312\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"2\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-2225754312\" style=\"--n-tabs-title-order: 2;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tCollaborative fact<br>finder\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-2225754313\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"3\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-2225754313\" style=\"--n-tabs-title-order: 3;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tAccess plan<br>anywhere\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t\t<\/div>\n\t\t\t<div class=\"e-n-tabs-content\">\n\t\t\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" id=\"e-n-tab-content-2225754311\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-2225754311\" data-tab-index=\"1\" style=\"--n-tabs-title-order: 1;\" class=\"e-active elementor-element elementor-element-62fff85 e-con-full e-flex e-con e-child\" data-id=\"62fff85\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5fd979d elementor-widget elementor-widget-image\" data-id=\"5fd979d\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"768\" height=\"750\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Account-Aggregation-768x750.png\" class=\"attachment-medium_large size-medium_large wp-image-6353\" alt=\"NaviPlan Client Portal Account Aggregation Image\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Account-Aggregation-768x750.png 768w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Account-Aggregation-300x293.png 300w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Account-Aggregation.png 807w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-8095bd7 elementor-hidden-mobile e-flex e-con-boxed e-con e-child\" data-id=\"8095bd7\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-01ca1bb elementor-widget elementor-widget-image\" data-id=\"01ca1bb\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-29-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6350\" alt=\"Account Aggregation\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-29-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-29.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4751ad8 elementor-widget elementor-widget-image\" data-id=\"4751ad8\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-41-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6351\" alt=\"Collaborative Fact Finder\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-41-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-41.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-32ab00e elementor-widget elementor-widget-image\" data-id=\"32ab00e\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-17-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6349\" alt=\"Access plan anywhere\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-17-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-17.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c9f5c19 elementor-widget elementor-widget-heading\" data-id=\"c9f5c19\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Account aggregation\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-eebe262 elementor-widget elementor-widget-text-editor\" data-id=\"eebe262\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<section class=\"feature-section\"><div class=\"feature-box\"><div class=\"carousel-box js-Carousel carousel-box--hasDots\"><div class=\"contain-feature-carousel-slider\"><div class=\"contain-feature-text js-Captions\"><div id=\"naviplan-1-tab\" class=\"js-Caption\" tabindex=\"0\" role=\"tabpanel\" aria-labelledby=\"naviplan-1\"><section class=\"feature-section\"><div class=\"feature-box\"><div class=\"carousel-box js-Carousel carousel-box--hasDots\"><div class=\"contain-feature-carousel-slider\"><div class=\"contain-feature-text js-Captions\"><div id=\"naviplan-1-tab\" class=\"js-Caption\" tabindex=\"0\" role=\"tabpanel\" aria-labelledby=\"naviplan-1\"><p class=\"feature-text\">Save time on data collection by allowing your clients to import their accounts and loans from thousands of institutions.<\/p><\/div><\/div><\/div><\/div><\/div><\/section><section class=\"AD-v-HasPadding AD-m-CtaWide-ImageLeft\"><div class=\"AD-l-LayoutConstraint\"><div class=\"AD-c-CtaImage\">\u00a0<\/div><\/div><\/section><\/div><\/div><\/div><\/div><\/div><\/section><div class=\"AD-m-ContentBlock\"><div class=\"AD-l-LayoutConstraint\">\u00a0<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" id=\"e-n-tab-content-2225754312\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-2225754312\" data-tab-index=\"2\" style=\"--n-tabs-title-order: 2;\" class=\" elementor-element elementor-element-30fa222 e-con-full e-flex e-con e-child\" data-id=\"30fa222\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6d8d256 elementor-widget elementor-widget-image\" data-id=\"6d8d256\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"396\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Collaborative-Fact-Finder_1-1024x507.png\" class=\"attachment-large size-large wp-image-6301\" alt=\"NaviPlan Client Portal Collaborative Fact Finder\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Collaborative-Fact-Finder_1-1024x507.png 1024w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Collaborative-Fact-Finder_1-300x149.png 300w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Collaborative-Fact-Finder_1-768x381.png 768w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Collaborative-Fact-Finder_1-1536x761.png 1536w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Collaborative-Fact-Finder_1.png 1907w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-51d214a elementor-hidden-mobile e-flex e-con-boxed e-con e-child\" data-id=\"51d214a\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d80a843 elementor-widget elementor-widget-image\" data-id=\"d80a843\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-29-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6350\" alt=\"Account Aggregation\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-29-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-29.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-719219f elementor-widget elementor-widget-image\" data-id=\"719219f\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-41-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6351\" alt=\"Collaborative Fact Finder\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-41-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-41.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bbe7042 elementor-widget elementor-widget-image\" data-id=\"bbe7042\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-17-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6349\" alt=\"Access plan anywhere\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-17-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-17.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1c276a8 elementor-widget elementor-widget-heading\" data-id=\"1c276a8\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Collaborative fact finder\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a27af13 elementor-widget elementor-widget-text-editor\" data-id=\"a27af13\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<section class=\"feature-section\"><div class=\"feature-box\"><div class=\"carousel-box js-Carousel carousel-box--hasDots\"><div class=\"contain-feature-carousel-slider\"><div class=\"contain-feature-text js-Captions\"><div id=\"naviplan-1-tab\" class=\"js-Caption\" tabindex=\"0\" role=\"tabpanel\" aria-labelledby=\"naviplan-1\"><section class=\"feature-section\"><div class=\"feature-box\"><div class=\"carousel-box js-Carousel carousel-box--hasDots\"><div class=\"contain-feature-carousel-slider\"><div class=\"contain-feature-text js-Captions\"><div id=\"naviplan-2-tab\" class=\"js-Caption\" tabindex=\"0\" role=\"tabpanel\" aria-labelledby=\"naviplan-2\"><p class=\"feature-text\">Empower your clients to enter their information digitally with the eFact Finder to accelerate the onboarding experience.<\/p><\/div><\/div><\/div><\/div><\/div><\/section><section class=\"AD-v-HasPadding AD-m-CtaWide-ImageLeft\"><div class=\"AD-l-LayoutConstraint\"><div class=\"AD-c-CtaImage\">\u00a0<\/div><\/div><\/section><\/div><\/div><\/div><\/div><\/div><\/section><div class=\"AD-m-ContentBlock\"><div class=\"AD-l-LayoutConstraint\">\u00a0<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" id=\"e-n-tab-content-2225754313\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-2225754313\" data-tab-index=\"3\" style=\"--n-tabs-title-order: 3;\" class=\" elementor-element elementor-element-e5ab66b e-con-full e-flex e-con e-child\" data-id=\"e5ab66b\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b41d79e elementor-widget elementor-widget-image\" data-id=\"b41d79e\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"473\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Access-Plan-Anywhere-1024x606.png\" class=\"attachment-large size-large wp-image-6352\" alt=\"NaviPlan Client Portal Access Plan Anywhere\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Access-Plan-Anywhere-1024x606.png 1024w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Access-Plan-Anywhere-300x178.png 300w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Access-Plan-Anywhere-768x454.png 768w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Access-Plan-Anywhere-1536x909.png 1536w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/NaviPlan-Client-Portal-Access-Plan-Anywhere.png 1597w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-2ab866d elementor-hidden-mobile e-flex e-con-boxed e-con e-child\" data-id=\"2ab866d\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2f45760 elementor-widget elementor-widget-image\" data-id=\"2f45760\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-29-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6350\" alt=\"Account Aggregation\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-29-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-29.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dc7b1fb elementor-widget elementor-widget-image\" data-id=\"dc7b1fb\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-41-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6351\" alt=\"Collaborative Fact Finder\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-41-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-41.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d531524 elementor-widget elementor-widget-image\" data-id=\"d531524\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-17-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6349\" alt=\"Access plan anywhere\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-17-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-17.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b35c8a9 elementor-widget elementor-widget-heading\" data-id=\"b35c8a9\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Recommendation &amp; presentation<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cd05428 elementor-widget elementor-widget-text-editor\" data-id=\"cd05428\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<section class=\"feature-section\"><div class=\"feature-box\"><div class=\"carousel-box js-Carousel carousel-box--hasDots\"><div class=\"contain-feature-carousel-slider\"><div class=\"contain-feature-text js-Captions\"><div id=\"naviplan-1-tab\" class=\"js-Caption\" tabindex=\"0\" role=\"tabpanel\" aria-labelledby=\"naviplan-1\"><p class=\"feature-text\">The intuitive NaviPlan Presentation Module takes client meetings to the next level. Guide prospects through their financial picture and immediately demonstrate the value of your recommendations with engaging visuals.<\/p><\/div><\/div><\/div><\/div><\/div><\/section><div class=\"AD-m-ContentBlock\"><div class=\"AD-l-LayoutConstraint\">\u00a0<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-68e005b e-flex e-con-boxed e-con e-parent\" data-id=\"68e005b\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5c6190b elementor-widget-tablet__width-initial elementor-widget__width-initial elementor-widget elementor-widget-image\" data-id=\"5c6190b\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"768\" height=\"391\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/09\/naviplan-get-on-track-768x391.png\" class=\"attachment-medium_large size-medium_large wp-image-13899\" alt=\"digital financial screen with graphs\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/09\/naviplan-get-on-track-768x391.png 768w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/09\/naviplan-get-on-track-300x153.png 300w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/09\/naviplan-get-on-track-1024x522.png 1024w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/09\/naviplan-get-on-track-1536x783.png 1536w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/09\/naviplan-get-on-track.png 1854w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-6bd5eee e-con-full e-flex e-con e-child\" data-id=\"6bd5eee\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f9e0279 elementor-widget elementor-widget-heading\" data-id=\"f9e0279\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">NaviPlan Guided Retirement\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-83631a0 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"83631a0\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2e1f017 elementor-widget elementor-widget-text-editor\" data-id=\"2e1f017\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>The NaviPlan Guided Retirement tool is a new assessment in NaviPlan that helps advisors provide visually interesting financial needs analysis after entering only one data point \u2013 income.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c749aa2 elementor-widget elementor-widget-button\" data-id=\"c749aa2\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/invest-cloud.co\/naviplan-request-a-trial\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Learn More<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-0a70219 e-flex e-con-boxed e-con e-parent\" data-id=\"0a70219\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-02b3d42 elementor-widget elementor-widget-heading\" data-id=\"02b3d42\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Demonstrate the value of recommendations<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c9b5e38 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"c9b5e38\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ce9fd20 elementor-widget elementor-widget-text-editor\" data-id=\"ce9fd20\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>The NaviPlan Presentation Module helps advisors collaboratively deliver financial advice and quickly demonstrate the value of their recommendations to their clients. Presentation Module also helps firms ensure a compliant planning process.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-a4a0d85 e-flex e-con-boxed e-con e-parent\" data-id=\"a4a0d85\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2225478 elementor-widget__width-inherit comprehensive-tabs e-n-tabs-none elementor-widget elementor-widget-n-tabs\" data-id=\"2225478\" data-element_type=\"widget\" data-settings=\"{&quot;tabs_justify_horizontal&quot;:&quot;center&quot;,&quot;tabs_justify_horizontal_mobile&quot;:&quot;center&quot;,&quot;horizontal_scroll&quot;:&quot;disable&quot;}\" data-widget_type=\"nested-tabs.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"e-n-tabs\" data-widget-number=\"35804280\" aria-label=\"Tabs. Open items with Enter or Space, close with Escape and navigate using the Arrow keys.\">\n\t\t\t<div class=\"e-n-tabs-heading\" role=\"tablist\">\n\t\t\t\t\t<button id=\"e-n-tab-title-358042801\" class=\"e-n-tab-title\" aria-selected=\"true\" data-tab-index=\"1\" role=\"tab\" tabindex=\"0\" aria-controls=\"e-n-tab-content-358042801\" style=\"--n-tabs-title-order: 1;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tThe road to<br>retirement\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-358042802\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"2\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-358042802\" style=\"--n-tabs-title-order: 2;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tPlanning to<br>protect\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-358042803\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"3\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-358042803\" style=\"--n-tabs-title-order: 3;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tCash flow<br>planning\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-358042804\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"4\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-358042804\" style=\"--n-tabs-title-order: 4;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tClient goal<br>identification\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t\t<\/div>\n\t\t\t<div class=\"e-n-tabs-content\">\n\t\t\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" id=\"e-n-tab-content-358042801\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-358042801\" data-tab-index=\"1\" style=\"--n-tabs-title-order: 1;\" class=\"e-active elementor-element elementor-element-98b5e63 e-con-full e-flex e-con e-child\" data-id=\"98b5e63\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4ee80be elementor-widget elementor-widget-image\" data-id=\"4ee80be\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"545\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/Naviplan-presentation-module-road-to-retirement-1024x698.png\" class=\"attachment-large size-large wp-image-6378\" alt=\"Naviplan presentation module road to retirement\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/Naviplan-presentation-module-road-to-retirement-1024x698.png 1024w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/Naviplan-presentation-module-road-to-retirement-300x204.png 300w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/Naviplan-presentation-module-road-to-retirement-768x524.png 768w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/Naviplan-presentation-module-road-to-retirement.png 1335w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-e9a9b07 elementor-hidden-mobile e-flex e-con-boxed e-con e-child\" data-id=\"e9a9b07\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c3121cc elementor-widget elementor-widget-image\" data-id=\"c3121cc\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-07-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6369\" alt=\"The road to retirement\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-07-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-07.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-68778e8 elementor-widget elementor-widget-image\" data-id=\"68778e8\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-05-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6372\" alt=\"Planning to protect\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-05-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-05.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c4998cd elementor-widget elementor-widget-image\" data-id=\"c4998cd\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-15_1-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6321\" alt=\"Cash Flow Planning\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-15_1-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-15_1.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d04e5ef elementor-widget elementor-widget-image\" data-id=\"d04e5ef\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-22-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6370\" alt=\"Client Goal Identification\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-22-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-22.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-008f8c2 elementor-widget elementor-widget-heading\" data-id=\"008f8c2\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">The road to retirement\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3160f9c elementor-widget elementor-widget-text-editor\" data-id=\"3160f9c\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<section class=\"feature-section\"><div class=\"feature-box\"><div class=\"carousel-box js-Carousel carousel-box--hasDots\"><div class=\"contain-feature-carousel-slider\"><div class=\"contain-feature-text js-Captions\"><div id=\"naviplan-1-tab\" class=\"js-Caption\" tabindex=\"0\" role=\"tabpanel\" aria-labelledby=\"naviplan-1\"><section class=\"feature-section\"><div class=\"feature-box\"><div class=\"carousel-box js-Carousel carousel-box--hasDots\"><div class=\"contain-feature-carousel-slider\"><div class=\"contain-feature-text js-Captions\"><div id=\"naviplan-1-tab\" class=\"js-Caption\" tabindex=\"0\" role=\"tabpanel\" aria-labelledby=\"naviplan-1\"><p class=\"feature-text\">It all starts with a plan. Build a collaborative financial strategy to accomplish your clients\u2019 retirement goals.<\/p><\/div><\/div><\/div><\/div><\/div><\/section><section class=\"AD-v-HasPadding AD-m-CtaWide-ImageRight\"><div class=\"AD-l-LayoutConstraint\"><div class=\"AD-c-CtaImage\">\u00a0<\/div><\/div><\/section><\/div><\/div><\/div><\/div><\/div><\/section><div class=\"AD-m-ContentBlock\"><div class=\"AD-l-LayoutConstraint\">\u00a0<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" id=\"e-n-tab-content-358042802\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-358042802\" data-tab-index=\"2\" style=\"--n-tabs-title-order: 2;\" class=\" elementor-element elementor-element-b79ba10 e-con-full e-flex e-con e-child\" data-id=\"b79ba10\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-168e472 elementor-widget elementor-widget-image\" data-id=\"168e472\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"510\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/planningtoprotectcovercropped-1024x653.jpg\" class=\"attachment-large size-large wp-image-6380\" alt=\"Planning to protect featured image\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/planningtoprotectcovercropped-1024x653.jpg 1024w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/planningtoprotectcovercropped-300x191.jpg 300w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/planningtoprotectcovercropped-768x490.jpg 768w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/planningtoprotectcovercropped.jpg 1396w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-4da857e elementor-hidden-mobile e-flex e-con-boxed e-con e-child\" data-id=\"4da857e\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bf724a8 elementor-widget elementor-widget-image\" data-id=\"bf724a8\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-07-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6369\" alt=\"The road to retirement\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-07-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-07.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d4c1c04 elementor-widget elementor-widget-image\" data-id=\"d4c1c04\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-05-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6372\" alt=\"Planning to protect\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-05-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-05.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-57b73c7 elementor-widget elementor-widget-image\" data-id=\"57b73c7\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-15_1-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6321\" alt=\"Cash Flow Planning\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-15_1-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-15_1.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-40591b8 elementor-widget elementor-widget-image\" data-id=\"40591b8\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-22-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6370\" alt=\"Client Goal Identification\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-22-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-22.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8d3f5c2 elementor-widget elementor-widget-heading\" data-id=\"8d3f5c2\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Planning to protect\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-521080d elementor-widget elementor-widget-text-editor\" data-id=\"521080d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<section class=\"feature-section\"><div class=\"feature-box\"><div class=\"carousel-box js-Carousel carousel-box--hasDots\"><div class=\"contain-feature-carousel-slider\"><div class=\"contain-feature-text js-Captions\"><div id=\"naviplan-1-tab\" class=\"js-Caption\" tabindex=\"0\" role=\"tabpanel\" aria-labelledby=\"naviplan-1\"><section class=\"feature-section\"><div class=\"feature-box\"><div class=\"carousel-box js-Carousel carousel-box--hasDots\"><div class=\"contain-feature-carousel-slider\"><div class=\"contain-feature-text js-Captions\"><div id=\"naviplan-2-tab\" class=\"js-Caption\" tabindex=\"0\" role=\"tabpanel\" aria-labelledby=\"naviplan-2\"><p class=\"feature-text\">Explore your clients&#8217; finances and goals to build trust in your insurance recommendations.<\/p><\/div><\/div><\/div><\/div><\/div><\/section><section class=\"AD-v-HasPadding AD-m-CtaWide-ImageRight\"><div class=\"AD-l-LayoutConstraint\"><div class=\"AD-c-CtaImage\">\u00a0<\/div><\/div><\/section><\/div><\/div><\/div><\/div><\/div><\/section><div class=\"AD-m-ContentBlock\"><div class=\"AD-l-LayoutConstraint\">\u00a0<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" id=\"e-n-tab-content-358042803\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-358042803\" data-tab-index=\"3\" style=\"--n-tabs-title-order: 3;\" class=\" elementor-element elementor-element-c99f0c2 e-con-full e-flex e-con e-child\" data-id=\"c99f0c2\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b1a33e5 elementor-widget elementor-widget-image\" data-id=\"b1a33e5\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"509\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/cashflowplanningcovercropped-1024x652.jpg\" class=\"attachment-large size-large wp-image-6381\" alt=\"Cash Flow Planning - InvestCloud\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/cashflowplanningcovercropped-1024x652.jpg 1024w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/cashflowplanningcovercropped-300x191.jpg 300w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/cashflowplanningcovercropped-768x489.jpg 768w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/cashflowplanningcovercropped.jpg 1397w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-6cf4033 elementor-hidden-mobile e-flex e-con-boxed e-con e-child\" data-id=\"6cf4033\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3335dfb elementor-widget elementor-widget-image\" data-id=\"3335dfb\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-07-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6369\" alt=\"The road to retirement\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-07-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-07.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c08f3b3 elementor-widget elementor-widget-image\" data-id=\"c08f3b3\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-05-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6372\" alt=\"Planning to protect\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-05-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-05.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-45677d6 elementor-widget elementor-widget-image\" data-id=\"45677d6\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-15_1-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6321\" alt=\"Cash Flow Planning\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-15_1-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-15_1.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ecfd6ed elementor-widget elementor-widget-image\" data-id=\"ecfd6ed\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-22-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6370\" alt=\"Client Goal Identification\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-22-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-22.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d93485b elementor-widget elementor-widget-heading\" data-id=\"d93485b\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Cash flow planning\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1ef1099 elementor-widget elementor-widget-text-editor\" data-id=\"1ef1099\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<section class=\"feature-section\"><div class=\"feature-box\"><div class=\"carousel-box js-Carousel carousel-box--hasDots\"><div class=\"contain-feature-carousel-slider\"><div class=\"contain-feature-text js-Captions\"><div id=\"naviplan-1-tab\" class=\"js-Caption\" tabindex=\"0\" role=\"tabpanel\" aria-labelledby=\"naviplan-1\"><p class=\"feature-text\">Help your client take control of their personal finances. Utilize the powerful cash flow capabilities of NaviPlan to help your clients achieve their goals.<\/p><\/div><\/div><\/div><\/div><\/div><\/section><div class=\"AD-m-ContentBlock\"><div class=\"AD-l-LayoutConstraint\">\u00a0<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" id=\"e-n-tab-content-358042804\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-358042804\" data-tab-index=\"4\" style=\"--n-tabs-title-order: 4;\" class=\" elementor-element elementor-element-84f51c8 e-con-full e-flex e-con e-child\" data-id=\"84f51c8\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1d5a44b elementor-widget elementor-widget-image\" data-id=\"1d5a44b\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"578\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/10\/Naviplan-products-client-goal-screen-1024x740.png\" class=\"attachment-large size-large wp-image-14791\" alt=\"screen showing client goal identification dashboard\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/10\/Naviplan-products-client-goal-screen-1024x740.png 1024w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/10\/Naviplan-products-client-goal-screen-300x217.png 300w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/10\/Naviplan-products-client-goal-screen-768x555.png 768w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/10\/Naviplan-products-client-goal-screen.png 1307w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-a4a6394 elementor-hidden-mobile e-flex e-con-boxed e-con e-child\" data-id=\"a4a6394\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-25eb98b elementor-widget elementor-widget-image\" data-id=\"25eb98b\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-07-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6369\" alt=\"The road to retirement\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-07-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-07.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9df82e3 elementor-widget elementor-widget-image\" data-id=\"9df82e3\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-05-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6372\" alt=\"Planning to protect\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-05-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-05.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f871108 elementor-widget elementor-widget-image\" data-id=\"f871108\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-15_1-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6321\" alt=\"Cash Flow Planning\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-15_1-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-15_1.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8b868bd elementor-widget elementor-widget-image\" data-id=\"8b868bd\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-22-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-6370\" alt=\"Client Goal Identification\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-22-150x150.png 150w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/50x50-22.png 209w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3921eec elementor-widget elementor-widget-heading\" data-id=\"3921eec\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Client goal identification<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3e2c3b4 elementor-widget elementor-widget-text-editor\" data-id=\"3e2c3b4\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<section class=\"feature-section\"><div class=\"feature-box\"><div class=\"carousel-box js-Carousel carousel-box--hasDots\"><div class=\"contain-feature-carousel-slider\"><div class=\"contain-feature-text js-Captions\"><div id=\"naviplan-1-tab\" class=\"js-Caption\" tabindex=\"0\" role=\"tabpanel\" aria-labelledby=\"naviplan-1\"><p class=\"feature-text\">NaviPlan offers nine unique presentations to help guide your clients through complex financial conversations.<\/p><\/div><\/div><\/div><\/div><\/div><\/section><div class=\"AD-m-ContentBlock\"><div class=\"AD-l-LayoutConstraint\">\u00a0<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-b2315e3 e-flex e-con-boxed e-con e-parent\" data-id=\"b2315e3\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-71091e8 e-con-full e-flex e-con e-child\" data-id=\"71091e8\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2af301b elementor-widget elementor-widget-heading\" data-id=\"2af301b\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Create custom reports\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f17c9d5 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"f17c9d5\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-df05ba0 elementor-widget elementor-widget-text-editor\" data-id=\"df05ba0\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>The NaviPlan Client Report Editor allows advisors to create custom reports by choosing from hundreds of NaviPlan report components including charts, graphs, and more. With messaging that can be edited to meet a firm&#8217;s unique brand and more meaningful report packages, advisors are able to tailor their advice to a client&#8217;s specific needs.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dd7b314 elementor-widget elementor-widget-button\" data-id=\"dd7b314\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/invest-cloud.co\/naviplan-request-a-trial\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Learn More<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-86d5d6d elementor-widget-tablet__width-initial elementor-widget__width-initial elementor-widget elementor-widget-image\" data-id=\"86d5d6d\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"768\" height=\"367\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/Naviplan-presentation-module-custom-reports-768x367.png\" class=\"attachment-medium_large size-medium_large wp-image-6385\" alt=\"Naviplan presentation module custom reports\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/Naviplan-presentation-module-custom-reports-768x367.png 768w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/Naviplan-presentation-module-custom-reports-300x144.png 300w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/Naviplan-presentation-module-custom-reports-1024x490.png 1024w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/Naviplan-presentation-module-custom-reports-1536x735.png 1536w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/Naviplan-presentation-module-custom-reports.png 1898w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-d8684a3 e-flex e-con-boxed e-con e-parent\" data-id=\"d8684a3\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-257bbef elementor-widget elementor-widget-heading\" data-id=\"257bbef\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Elite training and support\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7614df1 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"7614df1\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fe3c835 elementor-widget elementor-widget-text-editor\" data-id=\"fe3c835\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><strong>Leverage interactive hands-on training and ongoing support to fully integrate our planning application into your business.<\/strong><\/p><p>You are focused on your clients and your financial plans, not the latest technology. That is where our support staff comes in. We will get you trained to use our financial planning software in the way that best fits your business, but support does not stop with training. We will be there to answer questions and teach you best practices for continued success. Here at NaviPlan, we are committed to your success from implementation and beyond.<\/p><p>We offer custom product configuration based on your practice and professional guidance through videos, reference guides, and functional documents to further engage with the newest product features.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-addf097 e-con-full e-flex e-con e-parent\" data-id=\"addf097\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4039ca0 elementor-widget elementor-widget-heading\" data-id=\"4039ca0\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Integrations<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-c7070c7 e-con-full e-flex e-con e-parent\" data-id=\"c7070c7\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-18f6c57 elementor-widget elementor-widget-text-editor\" data-id=\"18f6c57\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><strong>Streamline workflows and increase productivity through our integrations and partnerships with other industry leaders.<\/strong><\/p><p>Integrations with leading technology providers transfer your client data securely, in real time &#8211; saving you time and reducing the margin for error. Our integration with MX allows clients to import their accounts and loans from thousands of institutions. Additionally, our strategic partnerships with associations like the FPA and Garrett Planning Network provide discounts to group members.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e22efa3 elementor-widget elementor-widget-image-carousel\" data-id=\"e22efa3\" data-element_type=\"widget\" data-settings=\"{&quot;slides_to_show&quot;:&quot;6&quot;,&quot;slides_to_scroll&quot;:&quot;1&quot;,&quot;navigation&quot;:&quot;none&quot;,&quot;pause_on_hover&quot;:&quot;no&quot;,&quot;pause_on_interaction&quot;:&quot;no&quot;,&quot;autoplay_speed&quot;:0,&quot;speed&quot;:7000,&quot;slides_to_show_tablet&quot;:&quot;4&quot;,&quot;slides_to_show_mobile&quot;:&quot;2&quot;,&quot;image_spacing_custom&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:65,&quot;sizes&quot;:[]},&quot;autoplay&quot;:&quot;yes&quot;,&quot;infinite&quot;:&quot;yes&quot;,&quot;image_spacing_custom_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;image_spacing_custom_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\" data-widget_type=\"image-carousel.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-image-carousel-wrapper swiper\" dir=\"ltr\">\n\t\t\t<div class=\"elementor-image-carousel swiper-wrapper\" aria-live=\"off\">\n\t\t\t\t\t\t\t\t<div class=\"swiper-slide\" role=\"group\" aria-roledescription=\"slide\" aria-label=\"1 of 9\"><figure class=\"swiper-slide-inner\"><img decoding=\"async\" class=\"swiper-slide-image\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/albridge.png\" alt=\"Albridge - An Affiliate of Pershing\" \/><\/figure><\/div><div class=\"swiper-slide\" role=\"group\" aria-roledescription=\"slide\" aria-label=\"2 of 9\"><figure class=\"swiper-slide-inner\"><img decoding=\"async\" class=\"swiper-slide-image\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/intno_appcrown.jpg\" alt=\"APPCROWN Logo\" \/><\/figure><\/div><div class=\"swiper-slide\" role=\"group\" aria-roledescription=\"slide\" aria-label=\"3 of 9\"><figure class=\"swiper-slide-inner\"><img decoding=\"async\" class=\"swiper-slide-image\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/intno_morningstar.png\" alt=\"MORNINGSTAR Logo\" \/><\/figure><\/div><div class=\"swiper-slide\" role=\"group\" aria-roledescription=\"slide\" aria-label=\"4 of 9\"><figure class=\"swiper-slide-inner\"><img decoding=\"async\" class=\"swiper-slide-image\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/mxlogooptsmall.png\" alt=\"MX Logo\" \/><\/figure><\/div><div class=\"swiper-slide\" role=\"group\" aria-roledescription=\"slide\" aria-label=\"5 of 9\"><figure class=\"swiper-slide-inner\"><img decoding=\"async\" class=\"swiper-slide-image\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/logo_nx360_cmyk_hi-1.jpg\" alt=\"NETX360 Logo\" \/><\/figure><\/div><div class=\"swiper-slide\" role=\"group\" aria-roledescription=\"slide\" aria-label=\"6 of 9\"><figure class=\"swiper-slide-inner\"><img decoding=\"async\" class=\"swiper-slide-image\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/orion_logo_short.png\" alt=\"ORION Logo\" \/><\/figure><\/div><div class=\"swiper-slide\" role=\"group\" aria-roledescription=\"slide\" aria-label=\"7 of 9\"><figure class=\"swiper-slide-inner\"><img decoding=\"async\" class=\"swiper-slide-image\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/intno_redtail.png\" alt=\"REDTAIL Logo\" \/><\/figure><\/div><div class=\"swiper-slide\" role=\"group\" aria-roledescription=\"slide\" aria-label=\"8 of 9\"><figure class=\"swiper-slide-inner\"><img decoding=\"async\" class=\"swiper-slide-image\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/intno_schwabopenviewgateway.jpg\" alt=\"SCHWAB OpenView Gateway Logo\" \/><\/figure><\/div><div class=\"swiper-slide\" role=\"group\" aria-roledescription=\"slide\" aria-label=\"9 of 9\"><figure class=\"swiper-slide-inner\"><img decoding=\"async\" class=\"swiper-slide-image\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/03\/intno_envestnet.png\" alt=\"ENVESTNET Logo\" \/><\/figure><\/div>\t\t\t<\/div>\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ddab241 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"ddab241\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/invest-cloud.co\/naviplan-integrations\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Learn More<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-ee26321 e-flex e-con-boxed e-con e-parent\" data-id=\"ee26321\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-77f47d8 elementor-widget elementor-widget-heading\" data-id=\"77f47d8\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Data security and compliance\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-911d221 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"911d221\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c5bcbe4 elementor-widget elementor-widget-text-editor\" data-id=\"c5bcbe4\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><strong>Your client data is your most important asset \u2014 accept nothing less than the best protection for it.<\/strong><\/p><p>NaviPlan is compliant with the internationally recognized standard of excellence for information security, the ISO\/IEC 27001 Code of Practice for Information Security Management Systems (ISMS), which independently verifies that NaviPlan has successfully implemented an ISMS that protects the confidentiality, integrity, and availability of your data.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>NaviPlan is the financial services industry leader in cash-flow financial planning software. NaviPlan allows you to accommodate all client needs, from simple retirement planning to complex estate planning for ultra high-net-worth individuals.<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"content-type":"","footnotes":""},"class_list":["post-6129","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v21.7 (Yoast SEO v23.7) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>NaviPlan Products - InvestCloud<\/title>\n<meta name=\"description\" content=\"NaviPlan is the financial services industry leader in cash-flow financial planning software. NaviPlan allows you to accommodate all client needs, from simple retirement planning to complex estate planning for ultra high-net-worth individuals.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/invest-cloud.co\/naviplan-products\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"NaviPlan Products\" \/>\n<meta property=\"og:description\" content=\"NaviPlan is the financial services industry leader in cash-flow financial planning software. NaviPlan allows you to accommodate all client needs, from simple retirement planning to complex estate planning for ultra high-net-worth individuals.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/invest-cloud.co\/naviplan-products\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestCloud\" \/>\n<meta property=\"article:modified_time\" content=\"2024-10-14T19:39:56+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/04\/Top-Home-Naviplan-Slider-1st-768x391.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@InvestCloud\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"34 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/invest-cloud.co\/naviplan-products\/\",\"url\":\"https:\/\/invest-cloud.co\/naviplan-products\/\",\"name\":\"NaviPlan Products - InvestCloud\",\"isPartOf\":{\"@id\":\"https:\/\/invest-cloud.co\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/invest-cloud.co\/naviplan-products\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/invest-cloud.co\/naviplan-products\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/09\/naviplan-get-on-track-768x391.png\",\"datePublished\":\"2024-03-21T20:38:22+00:00\",\"dateModified\":\"2024-10-14T19:39:56+00:00\",\"description\":\"NaviPlan is the financial services industry leader in cash-flow financial planning software. NaviPlan allows you to accommodate all client needs, from simple retirement planning to complex estate planning for ultra high-net-worth individuals.\",\"breadcrumb\":{\"@id\":\"https:\/\/invest-cloud.co\/naviplan-products\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/invest-cloud.co\/naviplan-products\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/invest-cloud.co\/naviplan-products\/#primaryimage\",\"url\":\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/09\/naviplan-get-on-track.png\",\"contentUrl\":\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/09\/naviplan-get-on-track.png\",\"width\":1854,\"height\":945,\"caption\":\"With NaviPlan Guided Retirement, provide a visual needs analysis after entering only one data point - income.\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/invest-cloud.co\/naviplan-products\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/invest-cloud.co\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"NaviPlan Products\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/invest-cloud.co\/#website\",\"url\":\"https:\/\/invest-cloud.co\/\",\"name\":\"InvestCloud\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/invest-cloud.co\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/invest-cloud.co\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/invest-cloud.co\/#organization\",\"name\":\"InvestCloud\",\"url\":\"https:\/\/invest-cloud.co\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/invest-cloud.co\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2023\/08\/investcloud-logo-full-color.png\",\"contentUrl\":\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2023\/08\/investcloud-logo-full-color.png\",\"width\":430,\"height\":63,\"caption\":\"InvestCloud\"},\"image\":{\"@id\":\"https:\/\/invest-cloud.co\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/x.com\/InvestCloud\",\"https:\/\/www.linkedin.com\/company\/investcloud\"]}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"NaviPlan Products - InvestCloud","description":"NaviPlan is the financial services industry leader in cash-flow financial planning software. NaviPlan allows you to accommodate all client needs, from simple retirement planning to complex estate planning for ultra high-net-worth individuals.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/invest-cloud.co\/naviplan-products\/","og_locale":"en_US","og_type":"article","og_title":"NaviPlan Products","og_description":"NaviPlan is the financial services industry leader in cash-flow financial planning software. NaviPlan allows you to accommodate all client needs, from simple retirement planning to complex estate planning for ultra high-net-worth individuals.","og_url":"https:\/\/invest-cloud.co\/naviplan-products\/","og_site_name":"InvestCloud","article_modified_time":"2024-10-14T19:39:56+00:00","og_image":[{"url":"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/04\/Top-Home-Naviplan-Slider-1st-768x391.png"}],"twitter_card":"summary_large_image","twitter_site":"@InvestCloud","twitter_misc":{"Est. reading time":"34 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/invest-cloud.co\/naviplan-products\/","url":"https:\/\/invest-cloud.co\/naviplan-products\/","name":"NaviPlan Products - InvestCloud","isPartOf":{"@id":"https:\/\/invest-cloud.co\/#website"},"primaryImageOfPage":{"@id":"https:\/\/invest-cloud.co\/naviplan-products\/#primaryimage"},"image":{"@id":"https:\/\/invest-cloud.co\/naviplan-products\/#primaryimage"},"thumbnailUrl":"http:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/09\/naviplan-get-on-track-768x391.png","datePublished":"2024-03-21T20:38:22+00:00","dateModified":"2024-10-14T19:39:56+00:00","description":"NaviPlan is the financial services industry leader in cash-flow financial planning software. NaviPlan allows you to accommodate all client needs, from simple retirement planning to complex estate planning for ultra high-net-worth individuals.","breadcrumb":{"@id":"https:\/\/invest-cloud.co\/naviplan-products\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/invest-cloud.co\/naviplan-products\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/invest-cloud.co\/naviplan-products\/#primaryimage","url":"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/09\/naviplan-get-on-track.png","contentUrl":"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/09\/naviplan-get-on-track.png","width":1854,"height":945,"caption":"With NaviPlan Guided Retirement, provide a visual needs analysis after entering only one data point - income."},{"@type":"BreadcrumbList","@id":"https:\/\/invest-cloud.co\/naviplan-products\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/invest-cloud.co\/"},{"@type":"ListItem","position":2,"name":"NaviPlan Products"}]},{"@type":"WebSite","@id":"https:\/\/invest-cloud.co\/#website","url":"https:\/\/invest-cloud.co\/","name":"InvestCloud","description":"","publisher":{"@id":"https:\/\/invest-cloud.co\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/invest-cloud.co\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/invest-cloud.co\/#organization","name":"InvestCloud","url":"https:\/\/invest-cloud.co\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/invest-cloud.co\/#\/schema\/logo\/image\/","url":"https:\/\/invest-cloud.co\/wp-content\/uploads\/2023\/08\/investcloud-logo-full-color.png","contentUrl":"https:\/\/invest-cloud.co\/wp-content\/uploads\/2023\/08\/investcloud-logo-full-color.png","width":430,"height":63,"caption":"InvestCloud"},"image":{"@id":"https:\/\/invest-cloud.co\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/x.com\/InvestCloud","https:\/\/www.linkedin.com\/company\/investcloud"]}]}},"_links":{"self":[{"href":"https:\/\/invest-cloud.co\/wp-json\/wp\/v2\/pages\/6129"}],"collection":[{"href":"https:\/\/invest-cloud.co\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/invest-cloud.co\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/invest-cloud.co\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/invest-cloud.co\/wp-json\/wp\/v2\/comments?post=6129"}],"version-history":[{"count":6,"href":"https:\/\/invest-cloud.co\/wp-json\/wp\/v2\/pages\/6129\/revisions"}],"predecessor-version":[{"id":14795,"href":"https:\/\/invest-cloud.co\/wp-json\/wp\/v2\/pages\/6129\/revisions\/14795"}],"wp:attachment":[{"href":"https:\/\/invest-cloud.co\/wp-json\/wp\/v2\/media?parent=6129"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}