NaviPlan Standard USA
NaviPlan Cost & Licensing
Please note: All pricing is subject to change. Prices are quoted in USD.
Standalone Desktop – Single unit subscription pricing
NaviPlan Offline software is licensed per unit on an annual subscription basis. Included in your NaviPlan Offline license:
- Training resources and technical support
- Annual product updates
- Updates for legislative changes, as required
NaviPlan Offline format with user-defined asset allocation
| NaviPlan Standard | NaviPlan Extended | NaviPlan Suite* | |
| 1-year subscription (Single unit) |
$799 USD | $1,299 USD | $1,699 USD |
NaviPlan Offline format with Ibbotson Associates asset allocation components
| NaviPlan Standard | NaviPlan Extended | NaviPlan Suite* | |
| 1-year subscription (Single unit) |
$924 USD | $1,424 USD | $1,949 USD |
| The Ibbotson Associates Mean Variance Optimizer (MVO) is optionally available in NaviPlan Standard and NaviPlan Extended for an additional $100 per year. For the NaviPlan Suite, add $200 per year. | |||
*NaviPlan Suite includes licenses for both NaviPlan Standard and NaviPlan Extended
Web – Single unit subscription planning
NaviPlan Central is the Web-based format of NaviPlan software. NaviPlan Central is licensed per unit on an annual subscription basis. Included in your NaviPlan Web license:
- Important business and compliance resources
- Access to both desktop and Web formats of NaviPlan Standard and NaviPlan Extended
- A secure, centralized database with regular back-ups
- Training resources and technical support
- Annual software upgrades and enhancements
- Quarterly updates for Ibbotson asset classifiers and return rates
- Updates for legislative changes, as required
NaviPlan Central with user-defined asset allocation components
| NaviPlan Standard | NaviPlan Extended | NaviPlan Suite* | |
| 1-year subscription (Single unit) |
$998 USD | $1,498 USD | $1,997 USD |
NaviPlan Central with Ibbotson asset allocation components
| NaviPlan Standard | NaviPlan Extended | NaviPlan Suite* | |
| 1-year subscription (Single unit) |
$1,123 USD | $1,623 USD | $2,185 USD |
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The Ibbotson Associates Mean Variance Optimizer (MVO) is optionally available in NaviPlan Standard and NaviPlan Extended for an additional $100 per year. For the NaviPlan Suite, add $200 per year. Please note that a $30 USD one-time hosting set-up fee applies to each license. |
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*NaviPlan Suite includes licenses for both NaviPlan Standard and NaviPlan Extended
Discounts
Discounts are available based on volume, long-term commitment, and affiliation with a particular company. A discount also applies to a license for your assistant. Contact an EISI Representative to learn more.
Contact us
To license NaviPlan, and for more details about applicable discounts, contact an EISI Representative.
- Telephone, toll-free: (888) 692-3474, option 2
- Email: sales@eisi.com
Not ready to subscribe?
Download a 30-day trial. Once your 30-day trial period is complete, purchase a NaviPlan license, and then the client files you had created during your trial will be restored. Your NaviPlan license can be authorized and activated the same day you telephone in your subscription.
