NaviPlan Standard USA
Product features
Features
Key Features
- Financial Assessment (a needs assessment tool)
- 3 promotable planning levels (plans can be promoted to NaviPlan Extended)
- Asset allocation level
- Action-oriented client reports
- Progress Report facilitates annual review (NaviPlan Central only)
- Retirement distribution planning
- Account transfer & redemption strategies
- Side-by-side comparative analysis
- Data import capabilities
- Goal planning: retirement, education, major purchase, emergency fund
- Cash-flow indicator
- Insurance analysis: survivor, disability, long-term care
- Asset allocation options: user-defined or Ibbotson
- 12 Asset class model
- Net worth and cash flow management
- Basic estate planning
- Monte Carlo analysis
- Planning Assistant™ identifies potential problems and opportunities
- Education database for college-specific expense calculations
- Non-traditional (unmarried) couples planning
Feature comparison
Compare planning features in NaviPlan Standard and NaviPlan Extended
Data import capabilities
Save time and reduce data entry errors by automatically populating NaviPlan with your clients' demographic and portfolio information.
- Enhance client service by providing complete and current financial analysis
- Increase productivity by saving time and effort required for manual data entry
- Improve accuracy by decreasing the chance of data errors
The integration framework in NaviPlan facilitates seamless data sharing with various sources, such as portfolio management software suppliers, data consolidators, data aggregators, and various back-office systems. Currently, NaviPlan imports data from Albridge Solutions™ and several clearing firms.
Through Albridge Solutions, client account information is automatically collected from across multiple fund and clearing sources. It is then processed through a comprehensive data warehouse that cleans and consolidates account holdings. All relevant fields in NaviPlan are automatically populated with imported data, which dramatically reduces manual data entry, resulting in greater productivity and fewer errors.
This data import option is available to all registered Albridge Solutions users. For information about Albridge Solutions, visit the Albridge Solutions Alliance company page. To find out more about data import options, contact an EISI Representative.
Video clip demos
Put yourself in a position to win more business
Roughly 76 million Baby Boomers will reach traditional retirement age in the next two decades, creating a massive shift from accumulation to distribution strategies. Advisors who are equipped to meet Baby Boomers' growing demand for advice will win more business.
Riding the Retirement Wave: Retirement Distribution Planning
Create more plans in less time
Advisors challenged EISI to redesign NaviPlan so that it would present faster, easier methods of capturing client data, yet retain its sophisticated ability to handle complex client scenarios. The result is a breakthrough approach to creating client files and plans, as seen in the latest version of NaviPlan Standard.
Accelerating the Planning Process
Quickly engage clients and prospects
The Financial Assessment is a highly-effective relationship builder designed to facilitate discussion by providing instant analysis of your client's current financial situation.
Using the Financial Assessment as a Springboard to More Profitable Client Relationships
Tailor recommendations to clients' needs
Three integrated planning levels, which range from simple to comprehensive, enable advisors to select the appropriate level of detail required for each plan.
Easy-to-Use Planning Levels
