This manual is intended for advisors and assistants who use the Navigator Platform to submit and manage new business. Whether you are initiating a new client workflow or supporting an advisor through the submission process, this guide covers the tools and workflows you will encounter day to day.

If you are new to the Navigator Platform, start at the beginning and work through each section in order. If you are looking for help with a specific task, use the navigation menu on the left to jump to the relevant section.