Workflow status

Track financial plans from draft status to proposed, accepted, and delivered, creating an audit trail of delivered plans.



Track the date and time of last log-in, plan creation, and last modification for any financial plan within NaviPlan.

Planning assistant

Ensure each planning engagement is home office compliant with standardized presentations designed to maximize results.

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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