There are countless paths to every client goal.
How you get there matters.
 
Advicent is now a part of the InvestCloud family. Learn more >
 




Our financial planning software is trusted by...

Insurance

5 of the top 6
Canadian life insurance companies

Banks

4 of the top 5
Canadian banks

Insurance

The top 4
global insurance providers

with millions of financial plans created
across the globe.

 

 

Featured video | Five-minute retirement report

Firms who implemented NaviPlan experienced...


increase in
annual revenue per client


increase in
prospect conversion rate


faster
financial plan creation

NaviPlan 21.0 Release

Latest update | NaviPlan 21.0

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

Read the release details