Affiliate discounts

NaviPlan for Fidelity advisors

Data import capabilities from Advisor CHANNEL®

Save time and reduce data entry errors by automatically populating NaviPlan with client demographic and portfolio information.

The integration framework in NaviPlan facilitates seamless data sharing with Fidelity Investments' Advisor CHANNEL. Importing data from Advisor CHANNEL into NaviPlan is seamless and secure. While connected to the Internet, simply click the Import button in NaviPlan to instantly populate a plan with current client and portfolio information.

Preferred pricing for Fidelity advisors

An agreement between Fidelity and EISI means that you receive preferred pricing for NaviPlan products, plus volume discounts. In addition, Fidelity has arranged for you to receive extended technical support. Free training resources are available online.

Visit the NaviPlan Standard product page to learn more.

EISI, the producer of Naviplan™, is an independent organization that is not affiliated with Fidelity Investments®.