NaviPlan by Advicent | Financial Planning Software

There are countless paths to every client goal.

How you get there matters.

Learn more Request a Trial

Produce the most in-depth, sophisticated, and precise plans in the industry.

Give your clients the ability to access their financial plan anytime, anywhere.

Make every plan a collaboration with Presentation Module.

Through 2021, access the NaviPlan client portal for free to connect with clients remotely.

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.

increase in
annual revenue per client

increase in
prospect conversion rate

faster
financial plan creation

Latest update | NaviPlan 20.2

The most recent update to NaviPlan includes the Recommended Plan tool in the NaviPlan client portal.