Comprehensive advice for generational wealth
From retirement income planning to complex estate planning scenarios, NaviPlan enables wealth managers to provide detailed individual financial advice amidst the broader family wealth picture.
Explore NaviPlan features
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.