NaviPlan Standard Windows-based Training & Support
Manuals
Reference these user guides for instruction
on how to perform a variety of tasks using NaviPlan
(e.g. how to enter an asset). No previous knowledge
of NaviPlan is required.
Installation/Quickstart
Guide
This guide will help you install
NaviPlan software. Keep it handy for
easy reference.
Basic Features
Guide
Teaches new users
how to use NaviPlan Standard. It explains
how to start using the program and perform
basic tasks.
Advanced
Features Guide
Helps you
take advantage of all the features of NaviPlan
Standard.
Fact Finder
This Fact Finder is designed to help
you gather the required information for
your client's customized financial plan.
