Customizable client reports

Take advantage of the NaviPlan Client Report Editor to create and modify client deliverables.

More NaviPlan Features
Lead generation and goal discovery
Account aggregation
Collaborative financial planning
Financial fact finder
Analysis and recommendation
Advanced tax planning
Asset allocation & risk tolerance
Business planning
Cash flow planning
Equity compensation
Estate planning
Goals based planning
Guided Retirement
Insurance planning
Monte Carlo analysis
Retirement income modeling
Scenario analysis
Implementation and monitoring
Client portal
Compliance workflow
Custom client reports


Match firm branding

The NaviPlan Client Report Editor allows firms to customize client report styling and messaging to match their unique brand.
 


Create new reports

Choose from countless report components and templates to create deliverables that resonate with your clients.

Latest update | NaviPlan 21.0

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

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Related resources for financial advisors

Develop a deeper connection between clients and your advice through highly-tailored custom client reports.

 

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COVID-19 will undoubtedly change firm best practices going forward and the planners who embrace those changes now will be ahead of the curve. Advisors can utilize digital tools to stay connected with their clients and keep their clients connected with their advice.

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How advisors can harness the power of storytelling

Once a plan is created to address financial goals and how to achieve them, presenting that plan within the framework of a client's personal story can launch the client-advisor relationship to the next level, and convert a higher percentage of clients and assets.

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Relationships matter to HNW clients

Advisors need to remember that the ultimate goal of technology should be to improve the connection their clients have with their finances and the strength of the client-advisor relationship.

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