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 19.1 release

Firms who implemented NaviPlan experienced...

increase in
annual revenue per client

increase in
prospect conversion rate

financial plan creation

Laptop showing NaviPlan operating company functionality

Latest update | NaviPlan 19.1

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.

Read the release details