Helpful tips and explanations point to specific graphs and calculations on each page showing advisors how to effectively explain the report results to clients.
 Asset Allocation report
Provides an overview of the client’s current asset allocation strategy; compares the client’s current allocation and proposed allocation; 16 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; 28 pages.
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; 27 pages.
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NaviPlan Standard