Sample client reports
Canadian product
See examples of the reports you can present to your clients
NaviPlan Select offers an extensive library of report pages that can be used to tailor presentations to client needs.
- Financial Needs Assessment report
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; 30 pages. - Financial Needs Summary report
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. Includes detailed tax* calculations; 89 pages. - Financial Needs Analysis report
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. Includes detailed tax* calculations; 237 pages. - Asset Allocation report
Provides an overview of the client's current asset allocation strategy; compares the client's current allocation and proposed allocation; 18 pages.
Annotated sample client reports
Annotations in these reports offer tips to help you effectively present plans to clients. Specific graphs and calculations are highlighted to help you provide clients with sales-focused explanations of the report.
- Asset Allocation Annotated Report
- Financial Needs Summary Annotated Report
- Financial Needs Assessment Annotated Report
Presentation Module* sample reports
After using Presentation Module to guide a conversation, encourage the client to take action with a personalized client report that uses a pre-selected template.
- Presentation Module – Road to Retirement
- Presentation Module – Planning to Protect
- Presentation Module – Planning for your Family's Education
- Presentation Module – Cash Flow Planning
* Additional fees may apply for optional features.