There are countless paths to every client goal.
How you get there matters.

Through 2021, access the NaviPlan client portal for free to connect with clients remotely.

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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.



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Firms who implemented NaviPlan experienced...

increase in
annual revenue per client

increase in
prospect conversion rate

faster
financial plan creation

NaviPlan 20.2 release thumbnail

Latest update | NaviPlan 20.2

The most recent update to NaviPlan includes the Recommended Plan tool in the NaviPlan client portal.

Read the release details