Collaborative planning

The NaviPlan Presentation Module helps advisors deliver collaborative financial advice and quickly demonstrate the value of their recommendations to their clients.

Client goal identification

NaviPlan offers nine unique presentations to help guide your clients through complex financial conversations to identify their needs and goals.

Organizational efficiency

Firms of all sizes often struggle with inefficient financial planning processes. The NaviPlan Presentation Module provides repeatable financial planning experiences designed for any client interaction.

Home office compliance

Ensure each planning engagement is home office compliant with standardized presentations designed to maximize results.

Custom integrations

NaviPlan professional services have years of experience implementing custom back office integrations and workflows for enterprise organizations.

Latest update | NaviPlan 21.0

Our latest version of NaviPlan delivers annual updates to tax and Morningstar values.

Read the release details

Complete the form below to request your trial.

*Product(s) of interest:

Related resources for financial advisors

Uncover new ways to plan collaboratively with clients and improve firm processes while doing so.

eBook | Going remote: How-to guide for connecting with clients and delivering engaging advice

With client expectations evolving and the client experience undergoing alterations, advisors must learn how to connect with their clients and continue delivering engaging advice.

Learn more

Improving the 'process' in process-driven selling

Selling in service-based industries is often a monumental task compared to selling in product-based industries. Especially in the financial services industry, it can be difficult to create an efficient, repeatable process that demonstrates value to clients.

Learn more

Encouraging interaction and engagement in the client onboarding process

During your first interactions with a new client, it is important to be both engaging and flexible. To set up a strong, long-term client-advisor relationship, you want to be sure a client fully understands their financial situation and the advice you give.

Learn more