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.
increase in
annual revenue per client
increase in
prospect conversion rate
faster
financial plan creation
Our latest release of NaviPlan distributes annual updates to tax and college expense data and provides miscellaneous updates.