Our NaviPlan solution covers every aspect of financial planning in a single platform. Identify and strategically address gaps in insurance, wealth, and legacy ⏤ all from one seamless tool. Increase operational efficiency and accuracy by automating complex calculations based on fresh models. Deepen client relationships, no matter the level of financial complexity: From ultra-high net worth individuals with sophisticated financial profiles…to people just beginning their wealth-building journey.

With NaviPlan, you have an edge on the future.

• 01: Meet any client need with pinpoint accuracy. NaviPlan contains deep domain knowledge in all areas of financial planning, and incrementally refines advisor workflows accordingly to produce the most relevant client experience.

• 02: Improve client outcomes by ensuring each plan is optimized for success. NaviPlan recognizes and recommends optimization strategies, which can be tweaked at your discretion to best meet client objectives.

• 03: Save time while maximizing accuracy. NaviPlan does the hard work for you by applying hundreds of automated calculations which contain the most up-to-date legislation for taxes and more.

NaviPlan allows wealth managers to create financial plans 35% faster.

Wealth management firms using NaviPlan have reported an average 15% increase in annual revenue per client.