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.

Through 2021, access the NaviPlan client portal for free to connect with clients remotely.

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Collaborative fact finder

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

Access plan anywhere

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

NaviPlan 20.2 release thumbnail

Latest update | NaviPlan 20.2

The most recent update to NaviPlan includes the Recommended Plan tool in the NaviPlan client portal.

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