NaviPlan Standard Offline
Sample client reports
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.
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.
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.
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.
Asset Allocation Annotated Report
Financial Needs Summary Annotated Report
Financial Needs Assessment Annotated Report
