NaviPlan 15.2 is coming with new Net Worth and Client Reports enhancements

November 17, 2015

Changes to Next-Gen Reports, Business Entities (Net Worth), Canadian Tax Updates, and more are all included in the latest version of NaviPlan, the industry's most sophisticated financial planning tool

"At Advicent Solutions, we are constantly striving to meet all the expectations of our partners," stated Jennifer Priestley, Product Director of NaviPlan. "With that being said, we are quite excited to announce our plans to release NaviPlan® 15.2 on Monday, November 23. There are several new features and functionality that we are introducing, with a great deal of focus on Net Worth and Client Reporting."

Below is some of what you can expect in NaviPlan 15.2. To learn more about the new features and enhancements, feel free to join one of our What's New Webinars (details below).

United States

For our product available in United States, Net Worth and Client Reports have been enhanced as follows:

Net Worth

  • Added support for declining growth in Business Entities.

Client Reports

  • “Next-Gen Reports” is now called “Client Reports” to be consistent in terminology between all planning levels within NaviPlan. The old Client Reports are now referred to as “Legacy Client Reports.”
  • Added ability to sort client report templates by alphabetical or last date modified. This helps you reduce the time spent searching for templates.
  • Several brand new client reports for Progress Reports to help your clients better understand how they are tracking against their goals.
  • New standalone reports and improvements to provide better insight into net worth values within estate planning, real estate asset values, and surplus / deficit coverage analysis.

Canada

For our product available in Canada, Net Worth and Client Reports have been enhanced as follows:

Net Worth

  • Private corporation functionality improvements to increase efficiency when tracking a client’s total asset portfolio and tax situation with support for GRIP and a more diverse set of share classes.
  • Real estate assets added to better represent personal net worth, cash flow, and income tax.

Client Reports

  • “Next-Gen Reports” is now called “Client Reports” to be consistent in terminology between all planning levels within NaviPlan. The old Client Reports are now referred to as “Legacy Client Reports.”
  • Added ability to sort client report templates by alphabetical or last date modified. This helps you reduce the time spent searching for templates.
  • Several brand new client reports for Progress Reports to help your clients better understand how they are tracking against their goals.
  • New standalone reports and improvements to provide better insight into net worth values within real estate asset values and surplus / deficit coverage analysis.
  • Canadian-specific tax updates were also implemented.

Upcoming Webinars

To learn about more changes coming to NaviPlan in 15.2, we are hosting two upcoming webinars that will showcase the updates and allow for questions.

The US Webinar will be on 11/23 at 12 PM Central. Please register and join here: NaviPlan 15.2 Webinar (US)

The Canada Webinar will be on 11/24 at 12 PM Central. Please register and join here: NaviPlan 15.2 Webinar (Canada)

About Advicent

Advicent Solutions is the leading provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions. The Advicent Solutions product suite includes 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. To learn more, visit advicentsolutions.com or email marketing@advicentsolutions.com.