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.
increase in
annual revenue per client
increase in
prospect conversion rate
faster
financial plan creation
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.
