4 Top Financial Planning Tools in Canada

4 top financial planning tools in Canada

Wondering which one of the top financial planning tools in Canada to choose? Technology is transforming financial planning, granting access to sophisticated tools once reserved for professionals. Advanced algorithms and data analytics empower users with personalized plans, real-time analysis, and predictive insights. Seamless integration across accounts offers a holistic view of finances, streamlining the planning process. 

This democratization enables individuals to make informed decisions, optimize strategies, and achieve goals more efficiently. With technology’s aid, financial planning becomes accessible, precise, and empowering, fostering a more secure financial future for all.

We understand the importance of leveraging cutting-edge technology to achieve your financial goals. That’s why’ve asked our specialists to compile a list of four of the top financial planning tools in Canada to help you navigate your financial journey with confidence.

  • Conquest is a powerful tool designed to help you conquer your financial challenges. With its intuitive interface and comprehensive features, Conquest empowers users to create personalized financial plans tailored to their unique goals and circumstances. Whether you’re planning for retirement, saving for your children’s education, or managing debt, Conquest provides the tools and insights you need to make informed decisions and stay on track towards financial success.
  • Snap Financial Planning is a tool that simplifies the financial planning process. With its user-friendly interface and robust features, Snap makes it easy to create and visualize your financial goals, track your progress, and adjust your plan as needed. From budgeting and expense tracking to investment management and retirement planning, Snap has you covered every step of the way. Plus, with its seamless integration with Salesforce, Snap ensures that your financial data is always up-to-date and easily accessible.
  • Naviplan is a trusted name in the financial planning industry, known for its advanced planning capabilities and sophisticated analysis tools. Whether you’re a financial advisor or an individual investor, Naviplan offers a range of solutions to help you optimize your financial strategy and achieve your long-term objectives. From detailed cash flow projections and tax planning to risk management and estate planning, Naviplan provides the insights and guidance you need to make informed decisions and maximize your financial potential.
  • Planworth is a comprehensive financial planning tool that combines advanced analytics with personalized recommendations to help you reach your financial goals faster. With its intelligent algorithms and customizable features, Planworth takes the guesswork out of financial planning, allowing you to focus on what matters most. Whether you’re planning for retirement, buying a home, or starting a family, Plansworth provides the tools and expertise you need to succeed.

The right financial planning tools can make all the difference in achieving your financial goals. Whether you’re a seasoned investor or just starting out on your financial journey, these top tools in Canada – Conquest, Snap, Naviplan, and Planworth – offer the features, insights, and guidance you need to take control of your finances and build a brighter future.

At Navirum, we’re committed to helping you harness the power of technology to unlock your financial potential. Contact us today to learn more about how we can support your financial goals with our Salesforce consulting and advisory services.

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How Open Banking and Salesforce Bring Value to Your Business?

open banking and salesforce

The combination of Canadian Open Banking and Salesforce could offer unparalleled opportunities for financial services businesses to innovate, differentiate, and thrive in today’s competitive landscape. By leveraging the power of Salesforce’s CRM platform and integrating Canadian Open Banking data, businesses could unlock new insights, personalize interactions, streamline operations, and ensure compliance and security.

Bringing Value to Your Financial Services Business:

  • Enhanced Customer Insights: By integrating Canadian Open Banking data with Salesforce, financial services businesses can gain a comprehensive view of their customers’ financial profiles, preferences, and behaviors. This deeper understanding enables businesses to tailor their products and services to meet the unique needs and preferences of individual customers, driving greater customer satisfaction and loyalty.
  • Personalized Financial Advice: Salesforce empowers financial advisors to deliver more personalized and informed advice to their clients by leveraging Canadian Open Banking data. With access to real-time financial information, advisors can provide tailored recommendations and strategies that align with their clients’ financial goals and objectives, ultimately driving better outcomes for clients and strengthening advisor-client relationships.
  • Streamlined Operations: Salesforce’s powerful automation capabilities can help financial services businesses streamline their operations and improve efficiency. By automating routine tasks, such as data entry, lead management, and client communications, businesses can free up time for their employees to focus on more value-added activities, such as client engagement and strategic planning.
  • Compliance and Security: Salesforce provides robust security features and compliance controls that help financial services businesses maintain regulatory compliance and protect customer data. With built-in encryption, access controls, and audit trails, Salesforce enables businesses to safeguard sensitive information and demonstrate compliance with regulatory requirements.

Looking ahead, Canadian Open Banking holds promise for delivering more personalized, efficient, and convenient financial experiences for consumers. As regulatory frameworks evolve and technological capabilities improve, Canadians can expect to see a wider range of innovative financial products and services. However, addressing the challenges and risks associated with Open Banking will be crucial to ensure consumer trust and benefit from these emerging innovations.

At Navirum, we’re committed to helping financial services businesses harness the full potential of this transformative synergy to drive growth, enhance customer experiences, and achieve their business objectives. Contact us today to realize the possibilities of what Salesforce can do for your business!

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3 of the top portfolio management tools in Canada

Project portfolio management tools streamline the oversight and management of multiple projects within organizations. These software solutions offer centralized platforms to track project progress, resources, and performance, enabling informed decision-making on project prioritization, investment, and resource allocation.

Navirum partnered with these three portfolio management tools that can help you with managing projects and strategic alignment across your portfolio. They all offer sophisticated features and functionality to support the evolving needs of Canadian wealth management professionals and investors.

Whether it’s optimizing portfolio performance, managing risk, or delivering personalized client experiences, these platforms empower advisors to achieve their business objectives and deliver value to their clients in today’s dynamic financial landscape.

  • D1G1T is a comprehensive wealth management platform designed to meet the needs of financial advisors, portfolio managers, and investment professionals. It offers advanced portfolio analytics, reporting, and optimization tools to help advisors make data-driven investment decisions and deliver personalized investment strategies to their clients. D1G1T’s platform integrates with various data sources, including custodians, brokerage firms, and market data providers, to provide real-time insights and portfolio management capabilities. With features such as risk analysis, performance attribution, and compliance monitoring, D1G1T empowers advisors to deliver superior investment management services and enhance client outcomes.
  • Croesus is a leading portfolio management and financial planning software solution used by wealth management firms, investment advisors, and family offices across Canada. Croesus offers a comprehensive suite of tools for portfolio analysis, performance reporting, client relationship management, and compliance monitoring. Its intuitive interface and customizable dashboards enable advisors to track client portfolios, monitor investment performance, and analyze market trends effectively. Croesus also integrates with various third-party data sources and financial institutions, allowing advisors to streamline operations and deliver personalized investment solutions to their clients.
  • Harmony Financial Services is a powerful portfolio management platform developed by CGI, a global IT and business consulting services firm. Harmony offers end-to-end portfolio management capabilities, including portfolio construction, rebalancing, trading, and reporting, to help financial institutions and asset managers optimize investment processes and deliver superior client experiences. With advanced analytics and risk management tools, Harmony enables advisors to assess portfolio risk, identify opportunities, and align investment strategies with client objectives. Its flexible architecture and scalable infrastructure make it suitable for firms of all sizes, from boutique advisory firms to large institutional investors, seeking to enhance their portfolio management capabilities and drive business growth.

Contact us today to learn more about how we can partner with you to achieve your business goals. Let’s start the conversation, and embark on the journey to success together! To book a free 30 minutes Salesforce Health Check, click here.

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Announcing Navirum
[On Demand]

At Navirum, we are very active in helping a range of businesses in North America and Europe to scale and grow using Salesforce. Over the past few months we recognized that many startups and growth businesses require a different consulting model. A model that’s agile and can move quickly with the direction of a growing organization.

A model that delivers predictable services, including set costs and hard timelines. After listening closely to our customers, we decided to launch of a new business line called Navirum [On Demand].

We will be offering a range of new products designed to deliver Salesforce success [On Demand] to our customers. Our initial range of products is focused on implementing Salesforce in less than a month. We are also launching a series of products that integrate Salesforce with some of the most popular apps on the Salesforce AppExchange including Mailchimp, Box, and DocuSign. In doing so, businesses become more productive and in turn more competitive.

Our initial product range includes:

  • Salesforce [On Demand] – allows you to maximise your Salesforce investment by getting customers up and running successfully on Salesforce in a matter of days. Choose from our basic, pro and performance products – buy here
  • Mailchimp for Salesforce – close more deals in less time by integrating Salesforce with Mailchimp to create a seamless sales and marketing process – buy here
  • Box for Salesforce – storage on Salesforce is limited and is expensive to increase. Box is a more cost effective way to scale your storage needs as your business grows – buy here
  • DocuSign for Salesforce – enables you to get your paperwork signed from the comfort of your CRM. Say goodbye to physical paperwork and hello to faster deal cycles – buy here
  • WordPress for Salesforce – create an improved customer experience by connecting Salesforce to WordPress allowing you to respond to leads and cases from your website in real time – buy here 

We can’t wait to hear from you,

Team Navirum

Ready to find out more?

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navirum_adminAnnouncing Navirum
[On Demand]