NaviPlan Standard USA
Formats
Standalone Desktop
Quick to implement now, easy to upgrade later on - The desktop format allows you to locally install and run NaviPlan Standard and NaviPlan Extended software. All client data and the application itself reside on your desktop or laptop computer, which means you have complete control over your client cases. No Internet connection required
Web
Compliance tools managers need, planning tools advisors want - NaviPlan Central is the Web format that delivers NaviPlan software on a hosted server (application service provider; ASP) with a centralized database. It is an affordable solution for small and mid-sized firms that offers secure, industry-leading planning tools and centralized data security.
A subscription to NaviPlan Central enables you to login from any computer with an Internet connection to work with the full functionality of NaviPlan software.
- NaviPlan software - Both NaviPlan Standard and NaviPlan Extended are available
- Data import - Automatically populate NaviPlan with information from third-party data sources, such as Albridge Solutions
- Management reports - 5 reports are available to track and monitor planning activity within your firm
- Collaboration - With a NaviPlan Central license, advisors and wealth management experts can access plans online and collaborate in real time
- Workflow controls - Guides advisors through the plan-approval process and gives oversight capabilities to designated compliance officers and/or managers
- Branded client reports - Set your firm's client materials apart from the competition
- Check-in / Check-out - Download (check-out) plans from the centralized database to work offline; upload (check-in) updated and new plans
- Asset allocation options - Choose from user-defined, Ibbotson, or configurable
- Data security - Your firm's data is securely stored and regularly backed-up using the highest standards of data protection
View the Progress Report video clip
Retaining Clients is Key to Growth. Find out how you can use the new Progress Report to win more business. The Progress Report is available in NaviPlan Standard version 11.2, exclusively on the NaviPlan Central platform.
View the NaviPlan Central video clip
Configurable options
Partner with EISI to tailor NaviPlan Central so that it better meets your firm's business objectives. For example, you can set asset allocation configurations that are unique to your firm, or set multiple asset allocation configurations that are specific to business units within your firm. Download this brochure, and contact an EISI Representative for details and minimum license requirements.
NaviPlan Central Configurable Options
Contact us
For help deciding on the best platform for you, contact an EISI Representative:
- Telephone, toll-free: (888) 692-3474, option 2
- Email: sales@eisi.com
