NaviPlan Select Training & Support
What’s New in v12.1.2.0
Highlights
- Presentation Module: Redesigned to increase client engagement and make your meetings more collaborative and more profitable. Your NaviPlan Select calculations are presented in an easy-to-use and highly visual slideshow format.
- Enhanced estate planning: A number of updated features to both the Basic and Advanced estate planning modules.+
- Ibbotson asset class updates: The addition of REITs brings asset classes up from 12 to 13.
- New features: 72(t) distributions, Coverdell accounts, Inherited IRAs, and much more.
- Database updates: Both the Peterson's Undergraduate Database for college costs and the Ibbotson Security Classifier database have been updated.
- Enhanced Scenario Manager: Additional override capability for Real Estate, Business Entities, Stock Options, Pensions, and insurance policies.
- Social Security enhancements: More Social Security methods available and smooth user interface.
- Miscellaneous enhancements: We value your feedback and have made multiple enhancements to provide you with the best financial planning tools.
Details in the Release Overview: 
NaviPlan Select v12.1.2.0 Release Overview
See it in action
See what's new in v12.1.2.0. This video clip shows you the new features in action.
New in NaviPlan Select v12.1.2.0
See What's New
Learn more about what's new in NaviPlan Select v12.1.2.0 by attending an online training session with one of our Training Specialists.
- Tuesday, November 1 10:00 am CST (1 hour) – Register now
- Tuesday, November 8 2:00 pm CST (1 hour) – Register now
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.
