All of your business solutions in one place

At NaviPlan, we believe in delivering the most accessible tools in the market to wealth managers, advisors, and planners of all kinds. Our integrations with leading technology providers will save you time, reduce the likelihood of errors, and, most importantly, allow you to spend more time in front of clients and prospects. We are continually developing new integrations to make your workflows as seamless as possible, so check back to see the latest efficiencies available for you and your business.




Albridge, an affiliate of Pershing LLC, is a leading provider of enterprise solutions, custom technology, and business consulting services to institutional and retail financial organizations and independent registered investment advisors.


Integrated Advisor Workstation and Apps to streamline and consolidate wealth management operations for automation of client management.



Envestnet, Inc. (NYSE: ENV) is the leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.



SmartOffice CRM helps growing firms manage multiple lines of business and a large client base from anywhere, anytime; all while increasing the personal level of service that secures your position as your clients’ most trusted financial advisor. SmartOffice ties together the diverse pieces of your business: people, process, and systems. As a result, your entire office can do business faster while building and maintaining strong client relationships that drive more business.

Morningstar Office℠

Morningstar Office℠ is Morningstar’s complete practice and portfolio management system for independent financial advisors. This platform is designed to support the core aspects of an advisor’s practice. It features robust portfolio management capabilities, sophisticated investment planning, and intuitive CRM tools.


MX is the leading financial data platform enabling organizations to develop, launch, and power new money experiences. MX allows financial advisors and their clients to seamlessly import account data from thousands of financial institutions across North America—and easily incorporate that data into financial plans.

Orion Advisor Services

Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term.

Redtail Technology

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the financial advisor.


Schwab Intelligent Technologies™

Schwab Intelligent Technologies™ offers flexible solutions to help meet your unique business needs.


TD Ameritrade Institutional™

TD Ameritrade Institutional™ provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent Registered Investment Advisors (RIAs).*

* TD Ameritrade, Inc. and Advicent are separate, unaffiliated companies and they are not responsible for each other’s services and products. Veo Integrated is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of Advicent’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by Advicent. Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA/SIPC. Veo is a trademark of TD Ameritrade, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.

Pershing NetX360®

Pershing’s award-winning technology provides you multi-channel connectivity that seamlessly links your business, your clients and the market. Designed for efficiency and ease of use, the digital experience features a configurable intuitive interface; seamless integration with leading third-party tools and information; and anytime, anywhere access from your mobile device of choice.

NetX360® is Pershing’s digitally enabled professional platform for broker-dealers, wealth managers and advisors. It is designed to help you work more efficiently, onboard and collaborate with clients more effectively, and stay connected on the go. It helps you easily manage accounts, deliver first-rate service and develop new revenue opportunities. Our flexible technology gives you easy access to a wealth of market-leading solutions from Pershing and over 250 third-party providers for CRM, financial planning, research and much more.