Getting to know NaviPlan client reports

April 16, 2018 by Alex Noonan

An advisor explaining a financial plan to his client using NaviPlan client reports

about the author:

Alex Noonan

Technical writer

Joining Advicent as a partner support specialist in 2013, Alex provided high-quality support for partners within NaviPlan and Profiles. In 2015, he took that product knowledge to the learning development team as a technical writer, creating detailed documentation for partners with a practical focus on what they need to know. Alex received a BSBA from Drake University in Marketing/Advertising Creative in 2013.

Your client has been dazzled by your presentations and financial recommendations, and all they need now is a document that captures all the information in an easy-to-read, referable document. Using NaviPlan® client reports, you can provide a scalable, customizable report that is as unique as their financial life.

Types of NaviPlan client report pages

Within the “results” section of NaviPlan, client reports can be generated as a pre-existing template or a custom report unique to the client’s plan. Report pages are categorized by subject and can be added in any order. Reporting can be as simple as a single report document or as complex as a multi-goal and scenario plan that gives clients maximum options for their financial future.

There are several page types within NaviPlan, each separated within topic categories:

“Content” pages are primarily text or static graph reports that do not include client data. These pages provide clarifying details for clients unfamiliar with concepts that they need to know.

“Summary” pages are data summary reports that host high-level, general information. These reports simplify potential different plan options into a single page and provide easy comparison for readers.

“Current Plan,” “Recommended Plan,” and “Alternative Plan” pages all provide detailed graphs and tables about data specific within their corresponding scenario. Report pages for the current, recommended, and two alternative plan scenarios are interchangeable by selecting the “Select Plan Data for Reports…” button in NaviPlan.

Adjusting pages in NaviPlan client reports

After finding a report page that fits your needs, select and add the page to the “Selected Pages” section at the right of the screen. The page positions can be moved into any order, and pages can be placed into categories that allow for easier organization. You can also remove pages by selecting a specific page and clicking the “Remove” button.

Templates allow for further home-office control by pre-determining report layout or requiring specific pages in order to generate a report. These templates can still be dynamic and allow advisors to add pages to reports, keeping report standards consistent but adaptable.

Generating NaviPlan client reports

Once a client report is ready, click the “Build Report” button. All reports can be generated as a PDF or Microsoft Word document. Once generated, reports can be adjusted if something is not quite correct and regenerated as many times as necessary.

With dynamic reporting that supports your unique recommendations, NaviPlan provides your clients the details they need to understand their financial picture, enhances these trusting client-advisor relationships, and helps you build a stable book of business that will return whenever they need financial assistance.

To learn more about how NaviPlan can help you present plan information to clients, click here.