News
NaviPlan has become the benchmark standard in financial planning
The expanded scope and simplicity of NaviPlan
version 9.0a makes the software essential for the
accounting firm that is dedicated to both financial
planning and estate planning.
"EISI set out to become the benchmark standard in financial planning," writes Dave McClure in the latest software review in Accounting Today. "(EISI) has largely accomplished that goal by expanding the scope and simplicity of its integrated planning products. A healthy estate planning capability is part of that scope."
McClure describes the key planning capabilities of both NaviPlan Standard and NaviPlan Extended, which combine to offer CPAs a complete financial and estate planning solution.
"NaviPlan Standard is a goal-based planning tool aimed at the individual professional or occasional planner who needs a quick system to assess progress toward retirement, education, and major purchase goals in order to determine whether existing savings plans can meet those goals."
NaviPlan Standard also provides for three levels of analysis within the application (Quick, Quick Plus, and Full) so that CPAs can streamline their advice to suit each client engagement.
"NaviPlan Extended is a more detailed cash flow tool with a sophisticated tax engine," writes McClure. "Aimed at the upper 20 percent of professionals, this is an excellent package for practices that need more extensive tools and capabilities."
A complete overhaul of the estate-planning module in both products includes a new estate planning flowchart and new estate planning reports.
"EISI has created a retirement and estate planning capability in a toolkit that stretches from standard planning to advanced scenarios and even to an online resources for smaller firms, all within the NaviPlan brand for 2004."
