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 19.0 update

Latest update | NaviPlan 19.3

Our latest release of NaviPlan includes the new Guided Retirement assessment, the retirement healthcare data integration, new qualified distribution options, additional visual enhancements, and more.

Read the release details

Complete the form below to request your trial.