NaviPlan Extended

Sophisticated cash flow-based planning

NaviPlan Extended is a sophisticated financial planning tool designed for advisors who deal with complex planning scenarios. NaviPlan Extended is renowned in the industry for enabling detailed cash flow-based planning analysis and comprehensive treatment of incomes, expenses, assets, and liabilities, and tax and insurance strategies.

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NaviPlan Extended

Features
Explore the modules and planning features

Sample client reports
See examples of the reports you can present to your clients

Enterprise Solution
Discover the options available for large-scale enterprise deployments.

Training & Support
See Training & Support resources for NaviPlan Extended

The Start Planning module –
an intro to the complete modular
training program – will have you up
and running in about an hour.