Digital fact finder

The NaviPlan eFact Finder allows clients to start the data collection process digitally, allowing advisors to spend less time entering data and more time demonstrating their expertise.



Accelerate onboarding

Empower your clients to enter their financial data digitally with the electronic fact finder.





Gain insight

Discover your clients’ held-away assets via gamified goal setting and account aggregation.





Account aggregation

Allow your clients to link their assets and liabilities from over 20,000 institutions.





Expedite plan review

Make annual plan reviews easy with the pre-populated eFact Finder for existing planning 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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