Compliance workflows

Document any planning engagement with compliance workflows within NaviPlan.

Workflow status

Track plans from draft status to proposed, accepted, and delivered, creating an audit trail of delivered plans.


Track the date and time of last log-in, plan creation, and last modification for any financial plan within NaviPlan.

Planning assistant

Utilize the NaviPlan planning assistant to identify problems, questions, and opportunities to ensure the best quality advice possible.

NaviPlan 20.2 release thumbnail

Latest update | NaviPlan 20.2

The most recent update to NaviPlan includes the Recommended Plan tool in the NaviPlan client portal.

Read the release details

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