Product update | NaviPlan December 2017 release

December 04, 2017 by John Heinen

NaviPlan December 2017 release

About the author

John Heinen

Chief technology officer

As chief technology officer, John provides strategic, operational, and programmatic support of our products to the greater Advicent organization, our partners, and the industry. He leverages his decades of software development and product management experience to define business and product strategies, work directly with clients in providing technology solutions, and build product and service delivery organizations that deliver results while meeting regulatory requirements.

In our latest release of improvements to NaviPlan® and its client portal, Advicent has introduced a completely revamped Presentation Module. Additionally, we've introduced several new client report options, support for SEP IRA accounts, and Morningstar updates within NaviPlan. We have also rolled out some minor improvements to the client portal recently redesigned user interface. 

Presentation Module enhancements

Improvements have been made to Presentation Module, including a modern design scheme across presentations as well as new visual elements and infographics. These updates have changed the visual style of the presentations but do not change the data collected.


New client reports

NaviPlan includes several new client reports, which break down suggested asset allocation rates for various qualified and non-qualified accounts. If an applicable account has been attached to a goal, the following reports can be found under the "suggested" or "alternative plan" groupings within the goal's "client report" section:

  • Asset allocation for qualified retirement accounts
  • Asset allocation for non-qualified retirement accounts
  • Asset allocation for non-qualified annuity retirement accounts
  • Asset allocation for 529 education accounts
  • Asset allocation for annuities and qualified education accounts
  • Asset allocation for non-qualified education accounts
  • Asset allocation for annuities and qualified major purchase accounts
  • Asset allocation for non-qualified major purchase accounts

New account type - SEP IRA

Simplified Employee Pension Individual Retirement Arrangements (SEP IRA) are now fully supported in NaviPlan. Select SEP IRA from the “accounts” list to add to your clients' financial plans.


Level-1 Social Security improvements

Detailed level-2 Social Security calculations are now available in level-1 plans. Within level-1 plans, go to cash flow and click "Social Security details" to access.


Morningstar updates

Morningstar has provided an updated asset classifier database. This update provides data for account/holding classifications.

NaviPlan client portal navigation update

The NaviPlan navigation adjustments allow users to access all client-related actions within the context of a client file, including client portal user setup. While in a client’s plan or plan list, the left side navigation bar now includes an "active client" section that houses access to client information, the client’s plan list, and the client portal user setup. This reorganization centralizes all actions related to a client file into one simple menu.


We look forward to introducing additional enhancements to the newly improved NaviPlan and its client portal in the very near future. In the meantime, current users can learn more about these latest enhancements by accessing the NaviPlan Learning Center.