Key Features:

• Financial Assessment (a needs assessment tool)


• Three promotable planning levels (plans can be promoted to NaviPlan Extended)


• Asset allocation level


• Action-oriented client reports


• Retirement distribution planning


• Side-by-side comparative analysis


• Data import capabilities


• Goal planning: retirement, education, major purchase, emergency fund


• Insurance analysis: survivor, disability, long-term care


• Asset allocation options: user-defined or Ibbotson


• Net worth and cash flow management


• Basic estate planning


• Monte Carlo analysis


• Planning Assistant™ identifies potential problems and opportunities


• Education database for college-specific expense calculations


• Non-traditional (unmarried) couples planning