News
NaviPlan heeds advisors’ calls for help with retirement distribution planning
Retirement Planning: Keying Into Income Needs by Melanie Waddell, a feature in the July 2006 issue of InvestmentAdvisor.com, describes how two of the top financial planning software providers are tuning into advisors needs to help them model What-if scenarios and capitalize on the retirement distribution trend.
"We kept hearing over and over that advisors wanted an easy-to-use, fast way of incorporating What-if scenarios into a client's retirement plan, and advisors also wanted tools to help them talk about retirement distribution with their clients," says Linda Strachan, VP of Product Marketing at EISI, developer of NaviPlan.
In response, EISI's latest release-NaviPlan USA Version 10.1-is designed with important new planning features that turn complex retirement distribution modeling into easy-to-understand scenarios.
Version 10.1 is addressing the emerging needs of advisors with "probability analysis", a Retirement Scenario Manager feature, a Retirement Distribution Summary client report that presents information in plain-English and tables and graphs, and planning levels.
Read the full article at InvestmentAdvisor.com.
