Customizable client reports

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

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.

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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