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
The top 4
global insurance providers
with millions of financial plans created
across the globe.
annual revenue per client
prospect conversion rate
financial plan creation
Our latest version of NaviPlan delivers annual updates to tax and Morningstar values.
Read the release details
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