Features
Key features
- Financial Assessment (a needs assessment tool)
- 2 promotable planning levels (plans can be promoted to NaviPlan Extended)
- Detailed federal & state tax calculations
- Advanced estate planning
- Stock option modeling (ISO & NSO)
- Data import capabilities
- Goal planning: retirement, education, major purchase, emergency fund
- Insurance analysis: survivor, disability, long-term care
- Asset allocation options: user-defined or Ibbotson
- 12 Asset class model
- Net worth and cash flow management
- Small business planning component
- Planning Assistant™ and Cash Flow Assistant™ identify potential problems and opportunities
- Monte Carlo analysis
Feature comparison
Compare planning features in NaviPlan Standard and NaviPlan Extended
Data import capabilities
Enhance client service, save time, and reduce data entry errors by automatically populating NaviPlan with your clients' demographic and portfolio information. Data import capabilities are available to registered users of Albridge Solutions™, and several clearing firms. To find out more about data import options, contact an EISI Representative.
Video clip demos
Quickly engage clients and prospects
The Financial Assessment is a highly-effective relationship builder designed to facilitate discussion by providing instant analysis of your client's current financial situation.
Using the Financial Assessment as a Springboard to More Profitable Client Relationships
Create more plans in less time
Advisors challenged EISI to redesign NaviPlan so that it would present faster, easier methods of capturing client data, yet retain its sophisticated ability to handle complex client scenarios. The result is a breakthrough approach to creating client files and plans, as seen in the latest version of NaviPlan Standard.
Accelerating the Planning Process
