There are countless paths to every client goal.
How you get there matters.
Advicent is now a part of the InvestCloud family. Learn more >

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 | Five-minute retirement report

Firms who implemented NaviPlan experienced...

increase in
annual revenue per client

increase in
prospect conversion rate

financial plan creation

NaviPlan 21.0 Release

Latest update | NaviPlan 21.0

Our latest version of NaviPlan delivers annual updates to tax and Morningstar values.

Read the release details