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 20.3 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

Complete the form below to request your trial.