There are countless paths to every client goal.
How you get there matters.
Produce the most in-depth, sophisticated, and precise plans in the industry.
Give your clients the ability to access their financial plan anytime, anywhere.
Make every plan a collaboration with Presentation Module.
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 19.0 release
Firms who implemented NaviPlan experienced...
increase in
annual revenue per client
increase in
prospect conversion rate
faster
financial plan creation
