Side-by-side analysis

Model a client’s current financial situation side-by-side with your recommended action plan to maximize the value of your advice.





Countless scenarios

Be prepared to answer any client question with alternative scenarios that can be adjusted and presented in real-time.



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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