Collaborative planning

The NaviPlan Presentation Module helps advisors collaboratively deliver financial advice and quickly demonstrate the value of their recommendations to their clients.

Client goal identification

NaviPlan offers nine unique presentations to help guide your clients through complex financial conversations to identify their needs and goals.

Organizational efficiency

Firms of all sizes often struggle with inefficient financial planning processes. The NaviPlan Presentation Module provides repeatable planning experiences designed for any client interaction.

Home office compliance

Ensure each planning engagement is home office compliant with standardized presentations designed to maximize results.

NaviPlan 20.3 release thumbnail

Latest update | NaviPlan 20.3

Our latest update to NaviPlan includes a new account aggregation provider, Morningstar updates, and other enhancements.

Read the release details

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