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 latest release of NaviPlan introduces an entirely overhauled user interface, which will allow users to leverage our industry-leading planning technology with greater ease of use than ever before.
