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 20.0 release

Firms who implemented NaviPlan experienced...

increase in
annual revenue per client

increase in
prospect conversion rate

financial plan creation

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Latest update | NaviPlan 20.0

Our latest release of NaviPlan includes updated tax calculations, enhanced private corporation functionality, dynamic reporting graphs, and client report improvements.

Read the release details