Business planning

NaviPlan scales to handle complicated business planning and succession scenarios, allowing firms to tailor their advice to local entrepreneurs.

Attract new clients

Business owners, especially those in the high-net-worth demographic, often present a complex financial planning challenge due to tied-up assets and unique needs.

Serve unique needs

Business owners often have a unique set of needs compared to a standard set of clients. Among them, are separating their business and personal finances.

Succession planning

Guide clients through the succession planning process by visually showing how business assets will be distributed to successors.

NaviPlan 20.3 release thumbnail

Latest update | NaviPlan 20.3

Our latest update to NaviPlan includes a new account aggregation provider, Morningstar updates, and other enhancements.

Read the release details

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