There are countless paths to every client goal.
Financial Planning
Software Solutions
Explore NaviPlan Features
- Account aggregation
- Advanced tax planning
- Asset allocation & risk tolerance
- Business planning
- Cash flow planning
- Client portal
- Collaborative financial planning
- Compliance workflow
- Custom client reports
- Equity compensation
- Estate planning
- Financial fact finder
- Goals based planning
- Guided Retirement
- Insurance planning
- Monte Carlo analysis
- Retirement income modeling
- Scenario analysis
- Advanced tax planning
- Asset allocation & risk tolerance
- Business planning
- Cash flow planning
- Client portal
- Collaborative planning
- Compliance workflow
- Custom client reports
- Digital fact finder
- Goals based planning
- Guided Retirement
- Insurance planning
- Monte Carlo analysis
- Retirement income modeling
- Scenario manager
Our financial planning software is trusted by...
8 of the top 10
North American banks
The top 4
global insurance providers
9 of the top 10
North American broker-dealers
with millions of financial plans created across the globe.
Firms who implemented NaviPlan experienced...
increase in
annual revenue per client
increase in
prospect conversion rate
faster
financial plan creation
