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