Client portal

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.


Through 2021, access the NaviPlan client portal for free to connect with clients remotely.

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Account aggregation

Save time on data collection by allowing your clients to import their accounts and loans from over 20,000 institutions.





Collaborative fact finder

Empower your clients to enter their information digitally with the eFact Finder to accelerate the onboarding experience.





Access plan anywhere

Give your clients access to their financial plan anytime, anywhere. Clients can manually adjust contributions and time horizons to see how they can impact their goal coverage.



NaviPlan 20.1 release laptop thumbnail

Latest update | NaviPlan 20.1

Our latest version of NaviPlan includes new client reports to support client estate planning needs.

Read the release details

Complete the form below to request your trial.