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.

Account aggregation

Save time on data collection by allowing your clients to import their accounts and loans from over 20,000 institutions.

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 19.0 update

Latest update | NaviPlan 20.0

Our latest version of NaviPlan includes changes to retirement saving with the SECURE Act, updated tax calculations, dynamic reporting graphics, and client report improvements.

Read the release details

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