NaviPlan Standard Canada
Features
Key features
NaviPlan Standard is the ideal planning tool to manage your wealth accumulating, emerging affluent, and mass affluent clients.
- Incomes & expenses
- Assets & liabilities
- Goals: Retirement, Education, Major Purchase
- Insurance coverage: Life Insurance, Critical Illness, Disability Insurance
- Asset Allocation
- Monte Carlo Simulation
- Planning AssistantT™ identifies potential problems and opportunities
- Province-specific tax rate calculations for income tax
- Professional reports and presentation tools
- Plans can be promoted to NaviPlan Extended for detailed cash flow-based analysis
Feature comparison
Compare planning features in NaviPlan Standard and NaviPlan Extended
