NaviPlan Extended Canada
Features
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
Feature comparison
Compare planning features in NaviPlan Standard and NaviPlan Extended
