Highlights

• Progress reporting increases client retention – NaviPlan Standard v11.2 (NaviPlan Central format only) now gives advisors the flexibility to make minor updates in their clients’ existing plan while maintaining their clients’ goals, and then illustrate whether the client is still on track in an informative new Progress Report. The Progress Report is an excellent tool for demonstrating year over year progress, comparing outcomes, and flagging opportunities. To help speed the annual review along, a new Update Plan Fact Finder can be completed by clients in advance.
• 12 Asset class model more accurately represents your clients’ situation – NaviPlan Standard v11.2 has been upgraded from a five to a 12 Ibbotson/Morningstar asset class model, which adds more flexibility and accuracy to asset allocation modeling and the return rate breakdown.
• New cash flow indicator improves recommended goal strategies – NaviPlan Standard v11.2 is now equipped with an at-a-glance “traffic light” cash flow deficit/surplus tool on all Scenario Manager pages. This feature uses red and green indicators to help advisors quickly determine if a plan is running a cash flow deficit during the pre-retirement or retirement period which allows for a quick assessment of the feasibility of the recommended strategies for the goal.
• Account transfers & redemptions give advisors more flexibility with making retirement distribution recommendations – In a continued effort to enhance the retirement distribution capabilities of NaviPlan software; NaviPlan Standard v11.2 now enables advisors to create account transfer strategies and give their clients more options for solving retirement (also education) goals. Also, specific asset redemptions can now be scheduled during retirement; used in conjunction with transfer strategies, this functionality offers more flexibility with retirement distribution planning.

More in the Release Notes.

NaviPlan Standard v11.2.0.1 Release Notes

Training Video Clip
Watch this short New in NaviPlan Standard v11.2 Training Video Clip for a high-level look at the new enhancements.

New in NaviPlan Standard v11.2 (12-min)