Key features

NaviPlan Extended is the ideal planning tool to manage your high- and ultra-high net-worth clients.

Incomes & expenses
Assets & liabilities
Goals: Retirement, Education, Major Purchase
Insurance coverage: Life Insurance, Critical Illness, Disability Insurance
Asset Allocation
Monte Carlo Simulation
Planning Assistant™ identifies potential problems and opportunities
Detailed tax calculations (incl. bracketed tax rates) at both federal and provincial levels, including Alternative Minimum Tax
Professional reports and presentation tools
Imports plans from NaviPlan Standard