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NASD Ruling - NaviPlan client reports have been updated; new version available for download


NaviPlan Standard and NaviPlan Extended contain updates to the client reports in response to NASD IM to Rule 2210 regarding the use of investment analysis tools (IM-2210-6).

NaviPlan software is now in version 9.0. To download this version, which contains the updates to the client reports, and the applicable client reports that you need to submit to NASD for approval, go to: NaviPlan Support Sites: US, and select your product.

 

 
   
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