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.

NaviPlan 19.0 update

Latest update | NaviPlan 20.0

Our latest version of NaviPlan includes changes to retirement saving with the SECURE Act, updated tax calculations, dynamic reporting graphics, and client report improvements.

Read the release details

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