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.
increase in
annual revenue per client
increase in
prospect conversion rate
faster
financial plan creation
Our latest update to NaviPlan introduces support for operating companies to enhance the business planning experience for private corporations. Additionally, improvements have been made to the Report Editor to allow for smoother compliance workflows.
