News
EISI’s latest NaviPlan release streamlines asset allocation, builds upon NaviPlan Central compliance tools, delivers 2007 tax updates
New in NaviPlan Version 10.2
(Available for download February 17, 2007)
New Asset Allocation level in NaviPlan Standard
Creating and comparing asset allocation strategies is faster and easier in NaviPlan Standard version 10.2. A new asset allocation level and accompanying client report is enabling advisors to review the current allocation, determine risk tolerance, create & compare proposed strategies, and quickly generate presentation-ready results. Watch this video clip to learn more…
NaviPlan Central (ASP platform) enhancements
New configurable options, client reporting capabilities, and added entitlements in NaviPlan Central version 10.2 are improving the ability of managers and administrators to oversee planning activity and manage compliance issues.
Annual tax & inflation updates, and more
Both NaviPlan Standard and NaviPlan Extended are using 2007 Federal U.S. tax & inflation values, the latest Peterson's Undergraduate Database, and the most recent Ibbotson Asset Allocation Database.
Also, the Pension Protection Act of 2006 update, which affects calculations in the areas of defined benefit pensions and EGTRRA, has been implemented. The Act makes permanent more than three dozen rules affecting IRA and retirement plan sponsors and participants enacted as part of the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA).
