NaviPlan Extended Windows-based Training & Support
Renew now and get free Offline software
Renew your subscription of NaviPlan Extended Window-based software and get NaviPlan Extended Offline at no additional charge. Test-drive the Offline format, along with acclaimed training resources, for one year –- absolutely free.
FAQ
How do I get my free NaviPlan Extended Offline format?
Call (888) 692-3474, option # 2 to renew your Windows-based license and request your free, 1-year license for NaviPlan Extended Offline. You will receive an authorization key for the software and information about free training.
Can I still use my Windows-based software?
Yes, EISI will continue to provide software updates to ensure that Windows-based applications are current with tax and legislative changes. EISI will not discontinue Windows-based products and support until all customers can seamlessly transition data files to the Offline format.
What's different in the Offline format?
The Offline format is easier to use and has more robust planning features. Some highlights include:
Financial Assessment – a highly-effective relationship builder designed to engage clients and prospects, in 5 to 7 minutes.
Easy-to-use levels – 2 integrated planning levels enable you to select the appropriate level of detail required for each plan.
Data import capabilities – automatically populates NaviPlan with data from Albridge Solutions.
Streamlined user interface – a new design that requires less data entry for faster, easier plan creation.
More information is available in the ‘Learn more about NaviPlan Extended Offline' section at the bottom of this page.
What free training is included with the Offline format?
Upon renewal, your free, 1-year license of NaviPlan Extended Offline includes the following training resources: Free live, Web-based training on the Start Planning and Core modules for 1 year; self-study guides; and training video clips.
Additional resources include online help and help video clips, which are accessible from the application.
Why should I start using the Offline format now?
The Offline format, which is a browser-based application, has many new usability and planning enhancements that simply aren't possible in the Windows-based format. You can start using it now to create new plans and immediately get the benefits of the new application. The Windows-based applications will be maintained and supported for the foreseeable future however, in the interest of providing you with superior financial planning software, EISI will eventually transition all customers to the Offline format.
Can I get Ibbotson asset allocation components in my free Offline format?
Yes, Ibbotson asset allocation components are available in the Offline format, at no additional cost, when you renew your Windows-based license. This offer is only available during the 1-year dual-license period.
Is the license fee for the Offline format more than Windows-based?
The licensing fees are the same, unless you select Ibbotson asset allocation options.
Are there other NaviPlan software formats that I should consider?
Yes, NaviPlan Central is an Application Service Provider (ASP) platform that gives firms access to financial planning software plus business and compliance tools, such as workflow controls and management reports. The Offline format is fully compatible with this Web-based platform so your firm can use NaviPlan Extended Offline and move to NaviPlan Central later, as your business needs evolve.
Learn more about NaviPlan Extended Offline
- Register for a live, Web-based demo of NaviPlan Extended Offline.
- For details, visit the NaviPlan Extended Offline page and the training and support site
