Income taxes often play a critical role in the success or failure of a financial plan. NaviPlan Select offers two income tax methods: Average Tax and Detailed Tax. The Detailed Tax method automatically applies the bracketed federal and provincial rates to taxable income on a year-by-year basis, allowing you to work with client plans that require more tax details.

Make your client meetings more collaborative and profitable. Presentation Module is an interactive sales tool that takes NaviPlan Select calculations and presents them in an easy-to-use and highly visual slideshow format. Make changes and illustrate the impacts right on the screen in front of your clients.