Top 3 reasons to buy
US product
A full range of planning capabilities accessible in one program.
1. Select as much (or as little) as you need
NaviPlan Select is a powerful yet flexible program that lets you pick your plan. Once you select modules, only relevant sections are presented in the software. You can, at any time, access additional modules and even switch from average to detailed tax rates. For simple or sophisticated plans, you always have exactly what you need for every client.
2. Take ‘what if?’ to a whole new level
The Scenario Manager™ instantly shows how an alternative strategy would affect your client’s plan – the whole plan. So when you explore a potential change in your client’s retirement goal, you’ll see at a glance how it affects all of their goals, along with net worth and cash flow. You can see side-by-side comparisons and optimize nearly every element of your alternative strategy. It’s all there, all in one place.
3. Give your clients a realistic roadmap
Client-friendly reports in NaviPlan Select give your clients a clear picture of how decisions they make today will shape their financial future. So you can manage your clients’ dreams and have total confidence in the plan you present. Because at EISI, we understand that business is about much more than just numbers. It’s about trust.