NaviPlan Standard Offline

Flexible, goal-based planning

NaviPlan Standard Offline packages a full range of planning features into easy-to-use levels that allow advisors to quickly assess their clients’ current financial situation, explore ‘What-if’ scenarios, and build detailed plans. NaviPlan Standard Offline is ideal for advisors who treat a wide range of wealth management concepts.

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NaviPlan Standard

Features
Explore the modules and planning features

Sample client reports
See examples of the reports you can present to your clients

Enterprise Solution
Discover the options available for large-scale enterprise deployments.

Training & Support
See Training & Support resources for NaviPlan Standard

The Start Planning module –
an intro to the complete modular
training program – will have you up
and running in about an hour.

Financial Planning Software: Profiles Professional | Profiles Forecaster | NaviPlan Standard |NaviPlan Extended | Canadian Products
Enterprise Solutions: Advice Fusion
Training & Support: support.eisi.com
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