Guided Retirement

The NaviPlan Guided Retirement tool is a new assessment in NaviPlan that helps advisors provide visually engaging financial needs analysis after entering only one data point – income.



Collaborative meetings

Develop trust with your clients and prospects by taking a collaborative approach to planning.





Streamline compliance

Standardize your planning process to limit time spent ensuring that plans are compliant. Additionally, make financial planning adoption simple with easy to understand processes.





Gain insight

Illustrate retirement needs online with one client data point – income. Let the NaviPlan calculation engine take care of the rest with smart assumptions and integrations.



See the Guided Retirement tool in action

See a demonstration of the NaviPlan Guided Retirement tool as part of the workflow to build a full retirement objective coverage report in five minutes below.

(This video shows the US NaviPlan application, some features may vary for Canada.)


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.

Read the release details

Complete the form below to request your trial.