Product update | NaviPlan 20.1 release

April 20, 2020 by John Heinen

NaviPlan 20.1 release thumbnail image

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.

Our latest version of NaviPlan includes new client reports to support client estate planning needs.

This article refers to the U.S. release of NaviPlan 20.1. To learn about the enhancements included for Canadian NaviPlan users, click here >

New client reports

Estate Flowchart

The Estate Flowchart presents a visually appealing graph of how estate income flows to spouses, trusts, charities, and heirs. The flowchart simplifies the explanation of a client’s estate scenario, regardless of complexity.

Estate Planning Detailed Comparison

The Estate Planning Detailed Comparison compares a client’s estate for both their current and proposed scenarios side-by-side. This report gives clients instant insight into how changes in the proposed plan make big differences in minimizing their estate tax liability.

New offer: Access the NaviPlan client portal free through 2021 to connect with clients remotely

At Advicent, our mission is to enable everyone to understand and impact their financial futures. Given the extraordinary times, it has never been more important to make financial planning safe and accessible to the greater advisor community. With that in mind, Advicent has decided to make the NaviPlan client portal free to all new and current NaviPlan users through December 2021.

While advisors and their clients are subject to travel restrictions and shelter-in-place orders, the NaviPlan client portal can facilitate virtual meetings which are essential to protecting, and improving, clients’ financial futures. The NaviPlan client portal, and our advisor marketing materials, mitigate the impact on advisory practices during these times—and enable investors to fully understand, and act upon, their financial plans in concert with their trusted advisors.

Request free client portal access

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