NaviPlan Extended is a sophisticated tool with 2 levels of intermediate and advanced cash flow-based planning options. NaviPlan Extended is ideal for advisors who deal with the high and ultra-high net worth markets.
NaviPlan Extended
Formats Learn more about the advantages of the Desktop & Web formats
Enterprise Solutions Discover the options available for large-scale enterprise deployments
Asset allocation options Learn more about your asset allocation options
Sample client reports See examples of the reports you can present to your clients
Training & Support See Training & Support resources for NaviPlan Extended
The Start Planning module – an intro to the complete modular training program – will have you up and running in about an hour.
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