Self-directed planning

Deliver digital planning experiences that lead to action-oriented results. Leverage industry-leading NaviPlan APIs to build fully customized self-directed planning experiences for clients and prospective clients alike.

Digitally engage prospects and clients alike


Made possible with NaviPlan APIs, institutions can deliver self-directed planning experiences to engage with new prospects, service orphaned clients, and provide actionable advice.

Self-directed planning in action

Watch as NaviPlan CTO John Heinen and VP of financial planning Tom Burmeister demo self-directed planning and the capabilities of NaviPlan APIs.

NaviPlan APIs

NaviPlan APIs

NaviPlan APIs enable firms to deliver custom applications that acquire and educate clients, deepen relationships, and improve efficiency. This is made possible by providing a fully customizable, integrated, and differentiated experience. Applications created with our APIs give clients access to information and tools, such as financial plans, personal financial management, account aggregation, secure document sharing, collaboration tools, and more.

Learn more about NaviPlan APIs

Data security and compliance

Your client data is your most important asset — accept nothing less than the best protection for it.

NaviPlan is compliant with the internationally recognized standard of excellence for information security, the ISO/IEC 27001 Code of Practice for Information Security Management Systems (ISMS), which independently verifies that NaviPlan has successfully implemented an ISMS that protects the confidentiality, integrity, and availability of your data.

Partner Experience Program

Our team wins when your team wins

Our Partner Experience Program is committed to the ongoing success of every NaviPlan partner. We understand that our software is only as valuable as the return on investment that it provides. Our team of partner experience managers are here to ensure that your organization is getting the most out of your NaviPlan software.

Visit our Partner Experience Program page to learn more.


Streamline workflows and increase productivity through our integrations and partnerships with other industry leaders.

Integrations with leading technology providers transfer your client data securely, in real time - saving you time and reducing the margin for error. Our integration with MX allows clients to import their accounts and loans from thousands of institutions. Additionally, our strategic partnerships with associations like the FPA and Garrett Planning Network provide discounts to group members.

Strategic partners  |  Integrations