Workflow status

Track plans from draft status to proposed, accepted, and delivered, creating an audit trail of delivered plans.

 


Timestamps

Track the date and time of last log-in, plan creation, and last modification for any financial plan within NaviPlan.
 

Planning assistant

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

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: