NaviPlan Standard Offline
Sample client reports
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; 21 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; 70 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; 231 pages.
Asset Allocation report
Provides an overview of the client’s current asset allocation strategy; compares the client’s current allocation and proposed allocation; 17 pages.
