NaviPlan®. Build personalized financial
plans to help your clients reach such goals as
saving for college tuition, planning for
retirement and creating estate plans. NaviPlan
is available in two versions:
NaviPlan Standard combines financial assessment
tools with three levels of goal based planning.
NaviPlan Extended is a financial planning tool
used to perform detailed, cash flow-based
planning analysis for your clients with more
complex financial situations. |
