Scenario manager

Create side-by-side scenarios to analyze any hypothetical question or recommendation.



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.



Latest update | NaviPlan 21.0

Our latest version of NaviPlan delivers annual updates to tax and Morningstar values.

Read the release details

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