News
EISI releases NaviPlan USA Version 10: New design, streamlined data entry, and more
New design and streamlined data entry enhance user experience
December 12, 2005: — Emerging Information Systems Inc. (EISI), the industry’s leading financial planning software developer, today released version 10 of NaviPlan Standard Offline (which is compatible with the NaviPlan Central format) and NaviPlan Extended Offline. Both applications feature a newly-designed user interface, which includes a new color palette, fonts, section headings, and navigation bars. As well, drill-down data entry capabilities accelerate plan creation by reducing the number of fields. If necessary, advisors can click a button to ‘drill-down’ to more detailed fields.
Create multiple ‘what-if’ scenarios and compare them side by side in NaviPlan Standard
A new Scenarios tab in each of the goal modules (retirement, education, major purchase) in NaviPlan Standard enables advisors to explore multiple ‘what-if’ scenarios with colorful graphs that clearly illustrate the results side by side. Client reports are also updated to include scenario illustrations. This feature sets the stage for more retirement distribution planning enhancements coming in version 10.1.
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Building Deeper Client Relationships: Using Simple Scenarios to Provide Value-Added Advice
NaviPlan USA version 10.1 also includes major enhancements to NaviPlan Extended Offline. Based on positive feedback on similar concepts in NaviPlan Standard, NaviPlan Extended will include two more plan types: Financial Assessment and Level 1. The Financial Assessment will help advisors do quick needs assessments (in about five minutes) to engage clients then move to the next step in the planning process. Level 1 is a subset of the application that will require significantly less data entry. Level 1 plans can be promoted to Level 2 to reveal the full functionality of NaviPlan Extended.
