Retirement income modeling

Utilize the renowned NaviPlan cash flow engine to model virtually any retirement income scenario.



Tax-efficient drawdown strategies

Model various scenarios with the help of detailed tax analysis at the both the federal and state level.





CPP/QPP and OAS planning

Confidently recommend optimized CPP/QPP and OAS income strategies to any client.





Bucketing strategies

Model the most efficient liquidation order across qualified and non-qualified accounts to plan for any retirement gap.



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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