NaviPlan Premium
Canadian product
For more information, email marketing@zywave.com or call (877) 699-9928 and ask to schedule a no-obligation demo.
- Drive deeper, more productive initial meetings with an interactive Presentation Module
- Accommodate detailed tax and advanced financial planning needs with unrivaled scale and flexibility
- Access anywhere with secure Web hosting
Answer any need – simple to sophisticated
- The most robust calculation engine in the industry
- Integrated modular design facilitates comprehensive planning
- Client engagement tools, such as assessments and calculators
- Highly graphical reports
Assessments
- Financial needs assessment
- Asset allocation assessment
- Promote to a plan
Calculators
- Multiple stand-alone calculators and concepts with simple reports can be saved to a client file:
- Inflation and Historical Returns concepts
- Retirement required and available capital and savings
- Education savings
- Major purchase required and available savings
- Life insurance
- Critical Illness
- Growth and payout calculations for non-registered assets
- Savings and payout calculations for registered accounts (RRSP, RRIF, LRIF, LIF)
- Annuity payout calculations
- Five comparison calculators with simple reports can be saved to a client file:
- RRSP vs Mortgage
- Leverage vs Savings
- Loan Comparison
- Mortgage Comparison
- TFSA Savings and Comparisons
Financial Planning
- Asset Allocation
- User-defined, up to 30 classes (including correlations)
- Current portfolio rebalancing option
- Average or detailed tax - bracketed federal and provincial rates and AMT
- What-if scenarios - including quick solve options
- Goals-based planning
- Retirement accumulation
- Retirement distribution
- Education planning
- Major purchase planning
- Emergency fund planning
- Protection Planning
- Survivor income
- Disability income
- Critical illness
- Monte Carlo analysis and Scenario Probability
- Client reports library
- Includes free form text inclusions
- User defined text for inserting recommendations
- Stand-alone audit reports
- Pre-retirement and retirement cash flow planning
- Net worth
- Planning AssistantTM
- Education database
- RRSP maximizer
- Inclusion of historical account information (past RRSP, TFSA, RESP contributions)
- CPP/QPP and OAS options
Web hosting
Log in from any computer with an Internet connection to access NaviPlan in a Web-based environment with the highest possible level of data security certification. It includes:
- Planning tools on demand - software is delivered on a hosting server (application service provider, ASP) with a centralized database
- Data security - ISO 27001 certified, your firm's data is securely stored and regularly backed-up using the highest standards of data protection
- Low-maintenance – upgrades are centrally administered, you are always working with the latest version and never have to install or update NaviPlan software on your computer
ISO 27001 Certified
Zywave's (formerly EISI) hosted Web solutions are ISO/ IEC 27001:2005 certified. The ISO/IEC 27001:2005 certification verifies that Zywave has successfully implemented an Information Security Management System that provides a solid framework for initiating, implementing, maintaining, and managing information security within the organization. Zywave is the first and only financial planning software developer in North America to achieve the ISO/IEC 27001:2005 certification.