NaviPlan Standard USA
Formats
Standalone Desktop
Quick to implement now, easy to upgrade later on - NaviPlan Offline is the standalone desktop format of NaviPlan software. With the Offline format, all client data and the application itself reside on the advisor's local desktop or laptop computer. No Internet connection is required. The browser-based user interface provides familiar, easy-to-use navigation tools (such as drop-down menus and links), and facilitates a seamless system upgrade to the Web platform (NaviPlan Central) later on - No user re-training required.
Web
Compliance tools managers need, planning tools advisors want - NaviPlan Central is the Web-based format that delivers NaviPlan software on a hosted server (application service provider; ASP) with a centralized database. It is an affordable, secure solution for small and mid-sized firms. Managers get the tools they need to effectively oversee planning activity. Advisors get the tools they want to quickly engage prospects and build advice-based client relationships.
Your NaviPlan Central subscription has the tools you need to fully develop financial planning capabilities in your firm.
- 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 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
