Naviplan Ratings (September 2025)
This page breaks down Naviplan ratings from all verified review sources to give you a clear, unbiased view of what real users think in September 2025.
We’ve aggregated the latest scores from all major platforms like Trustpilot, G2, Capterra and many more to help you understand Naviplan’s overall reputation. This data-driven overview will show you exactly how Naviplan is rated - including how it compares to competitors.
Naviplan's Overall Rating Summary
- Average Rating:4.2/5
- Total Reviews:24 reviews
- Sources:G2, Capterra, Trustradius
- Last updated:September 1, 2025
Naviplan Ratings by Source
| Platform | Rating | Reviews | Last Update |
|---|---|---|---|
 G2 | 4/5 | 7+ reviews | 01.09.25 |
 Capterra | 4/5 | 8+ reviews | 01.09.25 |
 Trustradius | 4.5/5 | 9+ reviews | 01.09.25 |
What is Naviplan?
InvestCloud offers a scalable, modular technology platform for best-in-class digital experiences across the wealth continuum, enhancing productivity and engagement for advisors and their clients. The APL Platform & Network transforms portfolio management, trade execution, accounting, and performance measurement, providing access to the industry’s largest network of asset managers and sponsors. Key features include engaging design, modularity, a digital warehouse for unifying data sources, and cloud-based scalability and security.
🤔 Naviplan vs Competitors: How Do Ratings Compare?
Check out Naviplan AlternativesFrequently Asked Questions
How trustworthy is Naviplan?
According to Trustradius and Capterra review sites Naviplan holds ratings of 4.5/5 and 4/5 respectively from 17 reviews, indicating that users consistently find value and reliability in the platform as of September 2025.
How many stars is Naviplan rated?
Naviplan has an average star rating of 4.2 out of 5 stars based on average of 24 reviews as of September 2025.
Where does the rating data come from?
The ratings are pulled from Naviplan public reviews pages on platforms: G2, Capterra, Trustradius. We update these ratings monthly to ensure they reflect the most current customer feedback.
How overall average rating for Naviplan is calculated?
The overall average rating is calculated by taking the weighted average of all ratings, using the total reviews count from each platform as the weight.