Take our partnership to the next level

When working with NaviPlan, you get more than just a vendor; you get a partner that truly understands the unique needs of your firm. This is why any large financial institution that enters a strategic partnership with NaviPlan gains access to flexible benefits, including substantial discounts on industry-leading technology.

View our current broker‑dealer and association partnerships below, or contact an NaviPlan representative to learn more.

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Our strategic partners


FPA (Financial Planning Association)

Financial Services Institute

Garrett Planning Network

Society of Financial Service Professionals


Allstate Financial Services

Ameritas Investment Corp

Avantax Wealth Management

Cambridge Investment Research

Capital Financial Group/H. Beck

Centaurus Financial, Inc.

Charles Schwab & Co, Inc.

Commonwealth Financial Network

Geneos Wealth Management Inc.

Gradient Securities, LLC

Harbour Investments, Inc.

Investors Capital Corporation

J.W. Cole Financial, Inc.

Kovack Securities Inc.

Nationwide Mutual Insurance Company

Packerland Brokerage Services, Inc

Securities America, Inc

Signator Investors, Inc.

Summit Brokerage Services, Inc

The Leaders Group, Inc

Triad Advisors

Our enterprise partners

Fisher Investments

Janney Montgomery Scott



Assante Wealth Management

First West Credit Union

Odlum Brown





Willis Towers Watson