Side-by-side analysis

Model a client’s current financial situation side-by-side with your recommended action plan to maximize the value of your advice.

Countless scenarios

Be prepared to answer any client question with alternative scenarios that can be adjusted and presented in real-time.

Latest update | NaviPlan 21.0

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

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Related resources for financial advisors

Answer any hypothetical question or situation posed by clients with the side-by-side analysis of the NaviPlan scenario manager.

Financial planning demand in the wake of the pandemic

While the increase in demand from both current clients and prospects can be difficult to manage, advisors with the right technology at their hip can emerge with more satisfied clients and a stronger book of business.

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Technology’s impact on the client-advisor relationship

Though technology is commonplace across the financial services industry, some advisors may feel that it is replacing the human aspect of the client-advisor experience. While our industry is becoming more dependent on tech, technology is here to enhance relationships, not replace them.


The economics of home ownership

We are excited to sponsor this episode of the Animal Spirits podcast in which Michael Batnick and Ben Carlson discuss the economics of home ownership.