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.

See the Guided Retirement tool in action

See a demonstration of the NaviPlan Guided Retirement tool as part of the video announcing the enhancements included in the NaviPlan 19.3 release.

NaviPlan 19.0 update

Latest update | NaviPlan 19.3

Our latest release of NaviPlan includes the new Guided Retirement assessment, the retirement healthcare data integration, new qualified distribution options, additional visual enhancements, and more.

Read the release details

Complete the form below to request your trial.