Product features
Canadian product
NaviPlan Extended is the ideal planning tool to manage your high- and ultra-high net-worth clients.
- Incomes and expenses
- Assets and liabilities
- Goals:
- Retirement
- Education
- Major Purchase
- Protection planning:
- Life Insurance
- Critical Illness
- Disability Insurance
- Asset Allocation
- Monte Carlo Simulation
- Planning AssistantTM identifies potential problems and opportunities
- Detailed tax calculations (incl. bracketed tax rates) at both federal and provincial levels, including Alternative Minimum Tax
- Professional reports and presentation tools
- Imports plans from NaviPlan Standard