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

Through 2021, access the NaviPlan client portal for free to connect with clients remotely.

Learn more


Our financial planning software is trusted by...

Bank graphic

8 of the top 10
North American banks

Insurance graphic

The top 4
global insurance providers

Broker-dealer graphic

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...

15 percent graphic

increase in
annual revenue per client

20 percent graphic

increase in
prospect conversion rate

35 percent graphic

faster
financial plan creation

NaviPlan 20.1 release laptop thumbnail

Latest update | NaviPlan 20.1

Our latest version of NaviPlan includes new client reports to support client estate planning needs.

Read the release details