Business planning

NaviPlan scales to handle complicated business planning and succession scenarios, allowing firms to tailor their advice to local entrepreneurs.

Attract new clients

Business owners, especially those in the high-net-worth demographic, often present a complex financial planning challenge due to tied-up assets and unique needs. Attract these lucrative clients by equipping your advisors with the depth of business planning functionality in NaviPlan.

Serve unique needs

Canadian business owners have a unique set of needs compared to a standard set of clients. Among them, are managing cash flows between operating and holding companies, handling private corporation taxes, and separating business and personal finances.

Succession planning

Guide business owner clients through the succession planning or business sale process by visually showing how business assets will be distributed.

Latest update | NaviPlan 21.0

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

Read the release details

Complete the form below to request your trial.