NaviPlan Select Training & Support
What’s New in v12.0.1.0
Highlights
-
Introducing Presentation Module
- Make your client meetings more collaborative and profitable.
- An interactive sales tool that takes NaviPlan Select calculations and presents them in an easy-to-use and highly visual slideshow format.
- Make changes and illustrate the impact on the results right on the screen in front of your clients.
- Additional fees may apply
- State tax rate, and medical legislation updates for 2010
- Enhanced pre-retirement cash flow management
- Database updates – both Peterson’s Undergraduate for college costs and Ibbotson Security Classifier database
- EISI Update Enhancement which notifies advisors electronically of data updates and critical bug fixes
- Multiple miscellaneous enhancements
Details in the Release Notes: 
NaviPlan Select Release Notes
Getting Started with Presentation Module
This video provides an overview of the general feature and functionality available in Presentation Module. Topics include how to:
- Load a client file,
- Run a presentation, and
- Switch back and forth between presentation and planning views.
View the Getting Started with Presentation Module video.
Transitioning from NaviPlan Standard to NaviPlan Select
View the video for tips on transitioning to NaviPlan Select: For NaviPlan Standard users
Transitioning from NaviPlan Extended to NaviPlan Select
View the video for tips on transitioning to NaviPlan Select: For NaviPlan Extended users
Additional tips on transitioning to NaviPlan Select: For NaviPlan Extended users
