Goals-based planning

NaviPlan allows advisors to meet the needs of any client with simple goal-focused plans. These plans start with goals and are backed by cash flow analysis, allowing you to tailor your advice to your client.

Attract more prospects

The goals-based planning functionality of NaviPlan helps firms cater their services to attract a broader client base that can later be scaled into a full, comprehensive financial plan as needs evolve.

Goal assessments

NaviPlan allows advisors to quickly engage clients with a variety of goals-based planning modules including retirement, insurance, and education planning snapshots.

Scalable advice

As client needs evolve, NaviPlan allows advisors to easily promote a simple, goals-based plan into a more comprehensive planning experience without the need to re-enter data.

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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