With NaviPlan Guided Retirement, provide a visual needs analysis after entering only one data point - income.
With NaviPlan, produce the most in-depth, sophisticated, and precise plans in the industry.
With the NaviPlan client portal, give your clients the ability to access their financial plan anytime, anywhere.
Through 2021, access the NaviPlan client portal for free to connect with clients remotely.
Our financial planning software is trusted by...
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 update to NaviPlan includes a new account aggregation provider, Morningstar updates, and other enhancements.
