Side-by-side analysis

Model a client’s current financial situation side-by-side with your recommended action plan to maximize the value of your advice.





Countless scenarios

Be prepared to answer any client question with alternative scenarios that can be adjusted and presented in real-time.



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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