Your owner’s manual

These 5 reference guides provide detailed instructions for using NaviPlan Standard effectively at every level. General information about navigation, user preferences, and client file management is available in all reference guides. For an initial introduction to the software, see the NaviPlan Standard Getting Started Guide.

NaviPlan Standard Financial Assessment Reference Guide (PDF 2.15 MB)

NaviPlan Standard Asset Allocation Analysis Reference Guide (PDF 2.51 MB)

NaviPlan Standard Level 1 Reference Guide Guide (PDF 4.42 MB)

NaviPlan Standard Level 2 Reference Guide (PDF 5.95 MB)

NaviPlan Standard Level 3 Reference Guide (PDF 7.06 MB)