Customizable client reports

Take advantage of the NaviPlan Client Report Editor to create and modify client deliverables.



Match firm branding

The NaviPlan Client Report Editor allows firms to customize client report styling and messaging to match their unique brand.





Create new reports

Choose from countless report components and templates to create deliverables that resonate with your clients.



NaviPlan 20.2 release thumbnail

Latest update | NaviPlan 20.2

The most recent update to NaviPlan includes the Recommended Plan tool in the NaviPlan client portal.

Read the release details

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