NaviPlan Standard
Offline
Training & Support
What’s New in NaviPlan Standard Offline
Highlights
- Easy-to-use planning levels – Select the level of detail that will best address each client’s needs as efficiently as possible. A client engagement tool, called the Financial Assessment (includes CRC functionality), and an Asset Allocation pre-planning tool can easily be promoted to either of two planning levels that offer increased detail.
- More intuitive navigation elements – Create a client, enter, and edit data faster than ever. Based on a usability study commissioned by EISI; NaviPlan Standard Offline introduces users to a browser-based user interface that features new menus, navigation bars, re-organized screens, anywhere-access to reports, and a Client Creation wizard. Data entry requirements have been dramatically reduced through the use of drill-down data-entry, more drop-down menus, collapsible sections, and fewer fields.
- New Scenarios page – Create multiple ‘What-if’ scenarios, and compare them side-by-side.
- Dozens of upgrades – Among the exciting new features and enhancements in NaviPlan Standard Offline are: alerts; a Select Plan page; new reports, including the Financial Needs Summary report; new calculators, including Retirement Need / Expense calculator; and existing calculators have a new look.
More in the Release Notes.
NaviPlan Standard Offline v11.0 Release Notes
Upgrade your client files
A conversion tool enables files created in NaviPlan Standard Windows-based software to be migrated to the browser-based NaviPlan Standard Offline. Learn how to migrate your client data from NaviPlan Standard v8.3 to NaviPlan Standard Offline v11.0.
Installation & data migration instructions
How to upgrade to NaviPlan Standard Offline v11.0
Training Video Clip
Watch this short New in NaviPlan Standard Offline v11.0 training video clip for a preview of the new, browser-based user interface and a high-level look at the new features.
New in NaviPlan Standard Offline v11.0
(coming soon)
