Client portal

The interactive NaviPlan client portal gives clients unhindered access to their financial plans and expedites the onboarding process through its eFact Finder. Deliver a seamless digital experience while maximizing value in face-to-face meetings.

Collaborative fact finder

Empower your clients to enter their information digitally with the eFact Finder to accelerate the client onboarding experience.

Access financial plans anywhere

Give your clients access to review their financial plan anytime, anywhere. Clients can manually adjust contributions and time horizons to see how they can impact their goal coverage.

Latest update | NaviPlan 21.0

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

Read the release details

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