NaviPlan® Update Introduces Progress Planning and Enhanced Reporting

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Advicent Solutions adds progress planning and more to the NaviPlan® financial planning tool to improve flexibility and insight into client situations and progress towards goals.

Advicent, the leading provider of SaaS technology solutions for the financial services industry, announced the latest additions to the NaviPlan® financial planning tool today, including progress planning, new functionality and improved reporting features.

These NaviPlan® updates allow for more flexibility and insight to further illustrate how clients move closer to their goals as their situations change. Other updates have been made to improve reporting functionality and to give more investing options.

Jennifer Priestley, Product Director for NaviPlan®, commented on the release, saying, “These changes will allow advisors to further accommodate differing client needs. Advisors will now have the ability to add PDFs from their own library into their reporting and label and nest sections of the report. This will make it easier for them to customize the advice they are giving to each client to meet their needs.”

The latest updates to the NaviPlan® financial planning tool include:

  • Progress planning: Formerly known as Update Plan, this feature has been renamed to Progress Plan and has been re-engineered to improve the user experience. Add multiple Progress Plans to illustrate how your clients are moving closer to their goals.
  • New Functionality: User interface changes have been made to improve the advisor’s user experience.
  • New Reports and Enhancements: New reports and pages have been added and advisors now have the ability to add multiple PDFs from their own library into their Next-Gen reports. Advisor’s also have the ability to label and nest different sections of the report templates to increase the flexibility and customization of the reports they give to their clients.

For more information on NaviPlan®, or to learn more about Advicent’s financial planning and marketing communications solutions, please contact an Advicent representative at marketing(at)advicentsolutions.com.

About Advicent

Advicent Solutions is the leading provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions. Advicent’s products include the NaviPlan®, Profiles™ and Figlo™ financial planning tools, the Advisor Briefcase® marketing tool and the Narrator™ application builder. Through our innovative product capabilities and dedicated services we are able to help thousands of financial professionals and their clients understand and impact their financial future. Our mission? To one day enable everyone to achieve this same goal.

© 2015 Advicent Solutions. All rights reserved.

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Kaleena Weber
@AdvicentFP
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