Workflow status

Track plans from draft status to proposed, accepted, and delivered, creating an audit trail of delivered plans.


Track the date and time of last log-in, plan creation, and last modification for any financial plan within NaviPlan.

Planning assistant

Utilize the NaviPlan planning assistant to identify problems, questions, and opportunities to ensure the best quality advice possible.

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Latest update | NaviPlan 20.1

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

Read the release details

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