NaviPlan®

NaviPlan® now offers a collaborative, interactive experience to strengthen the client-advisor relationship

The happiest clients are those with a plan. The latest updates to the NaviPlan tool empower both the client and the advisor to engage in a collaborative financial planning journey. With the addition of the Narrator® Clients portal, the Narrator® Advisor dashboard, and updated report and presentation layouts, the release of NaviPlan 16.1 strengthens the client journey from start to finish. Read more about the new NaviPlan features below, or check out the NaviPlan 16.1 press release.

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Screen - Narrator Clients Welcome Summary

Narrator® Clients powered by NaviPlan

For the first time in the history of NaviPlan, advisors can give their clients a new way of viewing their financial plan results with Narrator Clients powered by NaviPlan. With Narrator Clients, advisors will be able to setup and manage their clients with a unique username and password for the Narrator Client Portal. By submitting delivered plans to the portal, Narrator technology creates a new and richer digital planning experience that advisors can offer their clients. Clients can then, at their own pace, analyze their results, develop questions for their advisors, and gain confidence in the results presented.

Updated "Tracking Your Progress" client presentation

The "Tracking Your Progress" presentation provides the opportunity for advisors and clients to collaboratively evaluate progress towards meeting their financial goals, using NaviPlan's Presentation Module technology. This powerful and time-saving presentation now includes additional analysis for the Retirement, Education, Major Purchase and Emergency Fund goals, with a brand new "Change in Value of Investments" graph, making it easier for clients to understand how their assets have changed in value since their last plan. A convenient new table that summarizes all goals with their respective funding status has also been added to the Retirement, Education, Major Purchase and Emergency Fund slides.

Screen - Track your progress
NaviPlan® LEADS

New "Net Worth Timeline" client reports

The new "Net Worth Timeline" client report provides a colorful and detailed graph over the course of an individual goal or entire financial plan. These reports are great options for clients that prefer visual representations of their accounts or cash flow over time.

Provide Valuable Advice for Every Client

Regardless of income, investors with a financial plan are twice as likely to say they are “living comfortably” and three times as likely to save 10% or more of their salary as those without a plan.* With enhanced reporting options you can quickly scale your suggestions to provide answers on an assortment of client questions:

  • What are my retirement goal options?

  • How much life insurance should I have?

  • Do I have enough disability insurance coverage?


  • *2012 Household Financial Planning Survey

    NaviPlan® LEADS
    NaviPlan current results

    Understand Prospective Client Goals

    Get prospective clients thinking about their goals before they walk in the door. Fact finders in the NaviPlan® financial planning tool are tailored to the data entry required for each planning level so that you can get the right amount of information for each client. New, guided fact finders correspond to the conversations you have with clients to help you get a better idea of what’s most important before you ever meet.


    Make Client Meetings More Effective

    Over the course of a year, many things can change for your clients. Rather than running an entirely new report, you can now make adjustments to demonstrate the impact of different strategies like saving more, spending less or retiring later.

    Save Time with Custom Report Text

    Save time by building a library of frequently used comments on client objectives, recommendations and action plans. Custom text can quickly be accessed from any plan across all clients.


    Save your most frequently used comments on:

  • Client Objectives

  • Goal Progress

  • Goal Recommendations

  • Client Action Plans

  • And More!

  • NaviPlan custom report text
    NaviPlan additonal updates

    Additional Updates to the NaviPlan® Tool

  • Enhanced reporting capabilities to plan for every client

  • Fact finders tailored to each planning level

  • Real-time goal progress to demonstrate the impact of plan adjustments

  • Customizable library of most frequently used custom text and comments to save time

  • Delivery Acknowledgement page for clients to quickly confirm they received their report

  • State income tax brackets and deductions update

  • Ibbotson quarterly update

  • Updated education costs in the Peterson Undergraduate Database

  • Request a trial