Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis.

Comprehensive financial planning software

From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door.

Explore NaviPlan features

Deliver a seamless digital experience

The interactive NaviPlan client portal gives clients unhindered access to their financial plans and expedites the onboarding process through its eFact Finder. Deliver a seamless digital experience while maximizing value in face-to-face meetings.

Learn more about the NaviPlan client portal

NaviPlan Guided Retirement tool

NaviPlan Guided Retirement

The NaviPlan Guided Retirement tool is a new assessment in NaviPlan that helps advisors provide visually interesting financial needs analysis after entering only one data point – income.

Learn more

Demonstrate the value of recommendations

The NaviPlan Presentation Module helps advisors collaboratively deliver financial advice and quickly demonstrate the value of their recommendations to their clients. Presentation Module also helps firms ensure a compliant planning process.

NaviPlan Client Report Editor

Create custom reports

The NaviPlan Client Report Editor allows advisors to create custom reports by choosing from hundreds of NaviPlan report components including charts, graphs, and more. With messaging that can be edited to meet a firm's unique brand and more meaningful report packages, advisors are able to tailor their advice to a client's specific needs.

To add the Client Report Editor to your current NaviPlan experience, contact us >

Elite training and support

Leverage interactive hands-on training and ongoing support to fully integrate our planning application into your business.

You are focused on your clients and your financial plans, not the latest technology. That is where our support staff comes in. We will get you trained to use our financial planning software in the way that best fits your business, but support does not stop with training. We will be there to answer questions and teach you best practices for continued success. Here at NaviPlan, we are committed to your success from implementation and beyond.

We offer custom product configuration based on your practice and professional guidance through videos, reference guides, and functional documents to further engage with the newest product features.

For more information, visit our training & support page >


Streamline workflows and increase productivity through our integrations and partnerships with other industry leaders.

Integrations with leading technology providers transfer your client data securely, in real time - saving you time and reducing the margin for error. Our integration with MX allows clients to import their accounts and loans from thousands of institutions. Additionally, our strategic partnerships with associations like the FPA and Garrett Planning Network provide discounts to group members.

Data security and compliance

Your client data is your most important asset — accept nothing less than the best protection for it.

NaviPlan is compliant with the internationally recognized standard of excellence for information security, the ISO/IEC 27001 Code of Practice for Information Security Management Systems (ISMS), which independently verifies that NaviPlan has successfully implemented an ISMS that protects the confidentiality, integrity, and availability of your data.