There are countless paths to every client goal.
How you get there matters.

Our financial planning software is trusted by...

8 of the top 10 North American banks

8 of the top 10
North American banks

The top 4 global insurance providers

The top 4
global insurance providers

9 of the top 10 North American broker-dealers

9 of the top 10
North American broker-dealers

with millions of financial plans created
across the globe.



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Firms who implemented NaviPlan experienced...

15 percent increase in annual revenue per client

increase in
annual revenue per client

20 percent increase in prospect conversion rate

increase in
prospect conversion rate

35 percent faster plan creation

faster
financial plan creation

NaviPlan 19.0 update

Latest update | NaviPlan 19.1

Our latest update to NaviPlan introduces improvements to the Report Editor to allow for smoother compliance workflows, enhancements to the client portal, HSA contribution improvements, and state tax updates.

Read the release details