Develop trust with your clients and prospects by taking a collaborative approach to planning.
Standardize your planning process to limit time spent ensuring that plans are compliant. Additionally, make financial planning adoption simple with easy to understand processes.
Illustrate retirement needs online with one client data point – income. Let the NaviPlan calculation engine take care of the rest with smart assumptions and integrations.
See the Guided Retirement tool in action
See a demonstration of the NaviPlan Guided Retirement tool as part of the workflow to build a full retirement objective coverage report in five minutes below.
(This video shows the US NaviPlan application, some features may vary for Canada.)