NaviPlan Standard

Flexible goal-based planning

NaviPlan Standard packages a full range of planning features into 3 easy-to-use levels that allow advisors to quickly explore What-if scenarios and build detailed plans. NaviPlan Standard is ideal for advisors who treat a wide range of wealth management concepts.

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NaviPlan Standard

Features
Explore the modules and planning features

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 Standard

The Start Planning module –
an intro to the complete modular
training program – will have you up
and running in about an hour.

Start Planning Now

Financial Planning Software: Profiles Professional | Profiles Forecaster | NaviPlan Standard |NaviPlan Extended | Canadian Products
Enterprise Solutions: Advice Fusion
Training & Support: support.eisi.com
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