EISI — NaviPlan Extended

Article Tools

• Print This Article
• Email This Article to a Friend
• Save This Article
• Order a Reprint

Client Presentation Tools -- 4.5 Stars
NaviPlan offers an outstanding selection of customizable pre-built reports that allow viewing of multiple plans simultaneously and can include presentation options such as “straight numbers,” text-based output and graphical elements such as charts and graphs that can help effectively communicate a client plan. Additionally, the program can generate cash flow reports, flow charts, comparisons, and detailed and summary gross estate and estate liabilities reports. Plans and reports can be saved to Word, Excel, PDF and other formats.

Help, Support & Training Options -- 5 Stars
The assistive features built into NaviPlan include a traditional Help function, along with a Planning Assistant, right-click options, and the How Am I Doing and What Are My Options functions. The company’s support website also provides a large library of task-focused video tutorials, PDF study guides, user support forums, a knowledgebase, technical support and training options. Technical support is included in system pricing. The EISI Academy, a training strategy created in partnership with Greene Consulting, is also offered as a resource for building financial planning expertise.

Relative Value -- 4.5 Stars
NaviPlan Extended is an exceptionally comprehensive, yet easy-to-use financial and estate planning system designed to service high and very high net worth clients with complex financial bases. The program offers a full set of goal planning features, modeling tools and asset allocation functions that further juice up the program’s capabilities and make it ideal for firms with considerable “A” clients.

2008 Overall Rating: