Quickly audit advice

Using Monte Carlo sensitivity analysis within NaviPlan, advisors can add variability to their plans to test their advice against market volatility and longevity risks.





Separate goal testing

As a cash flow based financial planning tool, NaviPlan allows advisors to test success rates of individual goals or the entire plan.



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

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