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 19.0 update

Latest update | NaviPlan 20.0

Our latest version of NaviPlan includes changes to retirement saving with the SECURE Act, updated tax calculations, dynamic reporting graphics, and client report improvements.

Read the release details

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