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.



Latest update | NaviPlan 21.0

Our latest version of NaviPlan delivers annual updates to tax and Morningstar values.

Read the release details

Complete the form below to request your trial.





Related resources for financial advisors

Develop a deeper connection between clients and your advice through highly-tailored custom client reports.

Maintaining client connection with digital tools

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