Sample client reports

Financial Needs Assessment
This sales-focused report is geared towards clients and/or prospects; provides a summary of the client’s current financial position, which emphasizes the need for financial planning and further analysis.

Asset Allocation Assessment
Provides an overview of the client’s current asset allocation strategy; compares the client’s current allocation and proposed allocation.

Financial Needs Summary
Appropriate for the average financial planning client; provides an overview of the client’s financial position and whether or not his or her goals are being met.

Financial Needs Analysis
Geared towards clients who require an in-depth analysis; provides an in-depth comparison of the client's current and proposed plans; includes many supporting reports, graphs, and text.

Retirement Distribution Summary
Geared to clients who are nearing or are at retirement; provides an in-depth review of the plan's retirement period and distribution of income expected during retirement; focuses on the apparent risks in the clients' current plan and how those risks have been mitigated by strategies implemented in the proposed plan.

Progress Report
Available on NaviPlan Central only, when the Workflow module is configured; using the Update Plan feature, advisors can revise incomes, expenses, and the current market value of assets, and then illustrate whether the client is still on track to meeting their pre-defined goals; the Progress Report is an excellent tool for demonstrating year-over-year progress, comparing outcomes, and flagging opportunities.

Annotated sample client reports

Helpful tips and explanations point to specific graphs and calculations on each page showing advisors how to effectively explain the report results to clients.

Asset Allocation Annotated Report

Financial Needs Summary Annotated Report

Financial Needs Assessment Annotated Report

Retirement Distribution Summary Annotated Report

Annotated Progress Report

Roth Conversion Summary Annotated Report