Sample client reports
US product
See examples of the reports you can present to your clients
NaviPlan Select offers an extensive library of report pages that can be used to tailor presentations to client needs.
- Financial Needs Assessment
Assesses current ability to meet goals and illustrates gaps.
Client type: Prospect or client - Asset Allocation Report
Compares current and proposed asset allocation strategies.
Client type: Prospect or client - Retirement Distribution Summary
Presents an in-depth look at income distribution during retirement with a focus on how strategies in the plan can mitigate risks.
Client type: Clients nearing or at retirement - Financial Needs Summary
Provides an overview of the client's financial plan and compares current and proposed strategies for each goal.
Client type: All clients - Financial Needs Analysis
Provides in-depth and comprehensive analysis of the client's current financial plan, recommended strategies, and action plan.
Client type: All clients - Progress Report
Assesses year-over-year plan changes to illustrate if the plan is on track, compare outcomes, and flag opportunities. Only available in Web-based format.
Client type: All clients
Presentation Module Sample Reports
After using Presentation Module to guide a conversation, encourage the client to take action with a personalized client report that uses a pre-selected template.
- Presentation Module – Road to Retirement
- Presentation Module – Planning to Protect
- Presentation Module – Planning for your Family’s Education
- Presentation Module – Cash Flow Planning
Annotated sample reports
Annotations in these abridged sample reports offer tips to help advisors effectively present plans to clients. Specific graphs and calculations are highlighted to help you provide clients with sales-focused explanations of the report.
- Financial Needs Assessment
Assesses current ability to meet goals and illustrates gaps.
Client type: Prospect or client - Asset Allocation Report
Compares current and proposed asset allocation strategies.
Client type: Prospect or client - Retirement Distribution Summary
Presents an in-depth look at income distribution during retirement with a focus on how strategies in the plan can mitigate risks.
Client type: Clients nearing or at retirement - Financial Needs Summary
Provides an overview of the client's financial plan and compares current and proposed strategies for each goal.
Client type: All clients - Progress Report
Assesses year-over-year plan changes to illustrate if the plan is on track, compare outcomes, and flag opportunities. Only available in Web-based format.
Client type: All clients