1 workflow automations purpose-built on top of NaviPlan — no data leaves your system, no parallel tool for your team to learn.
AI assembles the review pack from WealthCounsel, Interactive Legal, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes. Purpose-built for teams running NaviPlan — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of NaviPlan for any repetitive process. Tell us what you'd automate.
