There are countless paths to every client goal.
How you get there matters.
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.
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.
Featured video | Changing expectations of planning
Over 70 enterprise partners including...
Firms who implemented NaviPlan experienced...
annual revenue per client
prospect conversion rate
financial plan creation
Latest update | NaviPlan 21.0
Our latest version of NaviPlan delivers annual updates to tax and Morningstar values.
Read the release details