Through 2021, access the NaviPlan client portal for free to connect with clients remotely.
Our financial planning software is trusted by...
5 of the top 6
Canadian life insurance companies
4 of the top 5
The top 4
global insurance providers
with millions of financial plans created
across the globe.
annual revenue per client
prospect conversion rate
financial plan creation
The most recent update to NaviPlan includes the Recommended Plan tool in the NaviPlan client portal.