Digital fact finder

The NaviPlan eFact Finder allows clients to start the data collection process digitally, allowing advisors to spend less time entering data and more time demonstrating their expertise.


Accelerate onboarding

Empower your clients to enter their financial data digitally with the electronic fact finder.
 


Gain insight

Discover your clients’ held-away assets via gamified goal setting.


Expedite plan review

Make annual plan reviews easy with the pre-populated eFact Finder for existing planning clients.
 

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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