There are countless paths to every client goal.
How you get there matters.

Our financial planning software is trusted by...

5 of the top 6
Canadian life insurance companies

4 of the top 5
Canadian banks

The top 4
global insurance providers

with millions of financial plans created
across the globe.

Featured video | NaviPlan 19.0 release

Firms who implemented NaviPlan experienced...

increase in
annual revenue per client

increase in
prospect conversion rate

financial plan creation

Latest update | NaviPlan 19.0

Introducing our latest release of NaviPlan which includes an entirely overhauled user interface, allowing advisors to leverage our industry-leading technology with greater ease of use than ever before.

Read the release details