8 of the top 10
North American banks
The top 4
global insurance providers
9 of the top 10
North American broker-dealers
with millions of financial plans created
across the globe.
increase in
annual revenue per client
increase in
prospect conversion rate
faster
financial plan creation
Our most recent update to NaviPlan includes visual enhancements of various reports and areas within the application, the ability to split surplus savings, and more.
