Product features

Financial Assessment: a pre-planning needs-assessment tool; includes CRC functionality that can now be integrated into a full plan; promotable to Level 1 and Level 2 plans
Asset Allocation level: a pre-planning tool; promotable to Level 1 and Level 2 plans
Promotable planning levels: two planning levels offer increased detail; a Level 2 plan contains the full functionality of the application
Action-oriented client reports
Ability to re-order client report sections
Goal planning: retirement, education, major purchase, emergency fund
Side-by-side comparative scenario analysis
Insurance analysis: survivor, critical illness, disability
Net worth and cash flow management
Asset Allocation
Monte Carlo analysis
Planning Assistant™ identifies potential problems and opportunities
Province-specific tax rate calculations for income tax
Client & Plan Creation wizard
Data import capabilities (enterprise clients only)
A conversion tool enables files created in NaviPlan Standard Windows-based software to be migrated to the browser-based NaviPlan Standard Offline

Find out how NaviPlan Standard has been re-designed to help you win more business.