There are countless paths to every client goal.
How you get there matters.

Our financial planning software is trusted by...

5 of the top 6
Canadian life insurance companies

4 of the top 5
Canadian banks

The top 4
global insurance providers

with millions of financial plans created
across the globe.



Featured video | NaviPlan 19.3 release

Firms who implemented NaviPlan experienced...

increase in
annual revenue per client

increase in
prospect conversion rate

faster
financial plan creation

NaviPlan 19.3 update thumbnail

Latest update | NaviPlan 19.3

Our latest release of NaviPlan includes the new Guided Retirement assessment, holding company improvements, additional visual enhancements, and more.

Read the release details