NaviPlan Standard Offline
NaviPlan Standard Offline Canada
Product features
- Financial Assessment: a pre-planning needs-assessment tool; includes CRC functionality that can now be integrated into a full plan; promotable to Level 1 and Level 2 plans
- Asset Allocation level: a pre-planning tool; promotable to Level 1 and Level 2 plans
- Promotable planning levels: two planning levels offer increased detail; a Level 2 plan contains the full functionality of the application
- Action-oriented client reports
- Ability to re-order client report sections
- Goal planning: retirement, education, major purchase, emergency fund
- Side-by-side comparative scenario analysis
- Insurance analysis: survivor, critical illness, disability
- Net worth and cash flow management
- Asset Allocation
- Monte Carlo analysis
- Planning Assistant™ identifies potential problems and opportunities
- Province-specific tax rate calculations for income tax
- Client & Plan Creation wizard
- Data import capabilities (enterprise clients only)
- A conversion tool enables files created in NaviPlan Standard Windows-based software to be migrated to the browser-based NaviPlan Standard Offline
Levels of planning
Find out how NaviPlan Standard has been re-designed to help you win more business.
Brochure: Financial Planning Software Designed to Help Advisors Win More Business
