Quickly audit advice

Using Monte Carlo sensitivity analysis within NaviPlan, advisors can add variability to their plans to test their advice against market volatility and longevity risks.

Separate goal testing

As a cash flow based financial planning tool, NaviPlan allows advisors to test success rates of individual goals or the entire plan.

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.