FPA program

[close]

NaviPlan Premium
US product

    For more information, email marketing@zywave.com or call (877) 699-9928 and ask to schedule a no-obligation demo.

    Support the success of every advisor at your firm with the undisputed tool of choice for sophisticated planning – now including company-wide, web-based access and packaged with Profiles Forecaster – for a comprehensive solution to everything from simple insurance and goal-funding requirements to ultra-high-net-worth comprehensive plans.

    • 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
    • Quickly model simple insurance and goal-funding requirements with Profiles Forecaster add-on

    Answer any need – simple to sophisticated

    • The most robust calculation engine in the industry
    • Integrated modular design for comprehensive planning
    • Client engagement tools, such as assessments and calculators
    • Highly graphical reports
    • Output is periodically submitted to FINRA for review and comment

    Assessments

    • Financial needs assessment
    • Asset allocation assessment
    • Promote to a plan

    Calculators

    • 9 stand-alone calculators with simple reports can be saved to a client file:
      • Retirement required and available savings
      • Retirement IRA vs. Roth IRA
      • Education savings
      • Major purchase required and available savings
      • Loan comparison
      • Mortgage comparison
      • Life insurance

    Financial planning

    • Goals based and cash-flow based planning
    • Average or detailed tax calculations
    • Retirement accumulation
    • Retirement distribution
    • Education planning
    • Major purchase planning
    • Emergency fund planning
    • Scenario ManagerTM - side-by-side, what-if scenario comparisons
    • Protection planning
      • Survivor income
      • Disability income
      • Long-term care
    • Asset allocation
      • User-defined, up to 30 asset classes
      • Ibbotson, 13 asset classes*
      • Ibbotson  Security Classifier*
      • Ibbotson Mean Variance Optimizer*
    • Basic and advanced estate planning
    • Monte Carlo analysis
    • Pre-retirement and retirement cash flow planning
    • Account transfer and redemption strategies
    • Equity compensation modeling
    • Business entities
    • Detailed net worth and cash-flow reporting
    • Non-traditional (unmarried) couples
    • Education database
    • Client reports library
    • Planning AssistantTM

    Integration

    Enhance client service, save time, and reduce data entry errors by automatically populating NaviPlan with your client demographic and account information from Albridge®.

    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.

    • 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
    • Multi-browser compatibility – Internet Explorer, Firefox, Safari and Chrome support
    • Data import - automatically populate NaviPlan software with information from third-party data sources, such as Albridge® Solutions

    Configurable options

    • Plan update and progress report
    • Branded client reports
    • Management reports
    • Collaboration with licensed users
    • Workflow controls

    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.