Compliance workflows

Document any planning engagement with compliance workflows within NaviPlan.

Workflow status

Track financial plans from draft status to proposed, accepted, and delivered, creating an audit trail of delivered plans.



Track the date and time of last log-in, plan creation, and last modification for any financial plan within NaviPlan.

Planning assistant

Utilize the NaviPlan planning assistant to identify problems, questions, and opportunities to ensure the best quality advice possible.

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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