Industry-leading software.
Incomparable service.
Unrivaled scale.
 
 
 
Canadian Flag

NaviPlan Standard Offline

Sample client reports


PDF Financial Needs Assessment report
This sales-focused report is geared towards clients and/or prospects; provides a summary of the client’s current financial position, which emphasizes the need for financial planning and further analysis; 32 pages.

PDF Financial Needs Summary report
Appropriate for the average financial planning client; provides an overview of the client’s financial position and whether or not his or her goals are being met; 77 pages.

PDF Financial Needs Analysis report
Geared towards clients who require an in-depth analysis; provides an in-depth comparison of the client's current and proposed plans; includes many supporting reports, graphs, and text; 251 pages.

PDF Asset Allocation report
Provides an overview of the client’s current asset allocation strategy; compares the client’s current allocation and proposed allocation; 17 pages.

Annotated sample client reports

Helpful tips and explanations point to specific graphs and calculations on each page showing advisors how to effectively explain the report results to clients.

PDF Asset Allocation Annotated Report

PDF Financial Needs Summary Annotated Report

PDF Financial Needs Assessment Annotated Report

 

 
 
     
       

Financial Planning Software: Profiles Professional | Profiles Forecaster | NaviPlan Standard |NaviPlan Extended | Canadian Products
Enterprise Solutions: Advice Fusion
Training & Support: support.eisi.com
©2010 Emerging Information Systems Inc. All rights reserved. Privacy Agreement| Contact us| En français