Videos
To support additional overviews of NaviPlan, module-based client plan videos are available. These assume eTraining has been completed and basic navigation of NaviPlan is known.
Previous videos
Previously recorded videos are available below for on-demand viewing:
NaviPlan Plan Walkthrough (56 minutes
From simple to sophisticated, NaviPlan has the functionality to best serve your clients. During this videos, you will walk through the most commonly used NaviPlan features.
NaviPlan Client Portal Walkthrough (13 minutes 43 seconds)
Give your clients unhindered access to their financial plans and expedite the onboarding process with the NaviPlan client portal. During this session, you will walk through the client portal tool and learn how to deliver a seamless digital experience.
How to Build a Client Report (5 minutes
From simple to sophisticated, NaviPlan has the functionality to best serve your clients. During this video, you will walk through the most commonly used NaviPlan features.