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 20.2 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

Complete the form below to request your trial.