NaviPlan Extended

Sophisticated cash flow-based planning

NaviPlan Extended is a sophisticated tool with 2 levels of intermediate and advanced cash flow-based planning options. NaviPlan Extended is ideal for advisors who deal with the high and ultra-high net worth markets.

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NaviPlan Extended

Features
Explore the modules and planning features

Formats
Learn more about the advantages of the Desktop & Web formats

Enterprise Solutions
Discover the options available for large-scale enterprise deployments

Asset allocation options
Learn more about your asset allocation options

Sample client reports
See examples of the reports you can present to your clients

Training & Support
See Training & Support resources for NaviPlan Extended

The Start Planning module –
an intro to the complete modular
training program – will have you up
and running in about an hour.