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 release of NaviPlan introduces an entirely overhauled user interface, which will allow users to leverage our industry-leading planning technology with greater ease of use than ever before. Additionally, enhancements have been made to the report editor, NaviPlan client portal, and more.
Visual design update
NaviPlan has been updated with a refreshed user interface design. This includes:
- A clean, minimal design that puts data first, and avoids clutter and distractions.
- Better use of the page, allowing for optimized viewing on larger screens.
- Improved accessibility by increasing font size and color contrast.
Pre-19.0 user interface
Post-19.0 user interface
The refreshed NaviPlan user interface allows users to continue using NaviPlan without relearning workflows. Beyond the new look, these minimally disruptive updates have been implemented to improve usability and reduce clutter:
- The Client List and Alerts pages are now accessed on the top of global navigation.
- The left navigation is now focused only on the specific client and plan that is currently open.
- Some fields have been relocated to the details pop-up, streamlining the UI and reducing clutter.
Post-19.0 plan navigation
Report editor updates
Graphs and tables from the modules listed below are now available for creating custom reports, allowing for a completely customizable report presentation. Reports using new components can be used in templates and can be made available in specific planning levels. Expanded component options include:
- Major purchase
- Emergency fund
- Human life value (HLV)
- Survivor income
- Disability income
- Long-term care
- Business entities
- Equity compensation
Client portal improvements
Clients can now include account savings strategies and variable life insurance subaccounts to their financial profile. Saving strategies can be included or modified within any account via the Current Savings button. Information such as contribution amount, employer contribution, and contribution frequency can be included.
Variable life insurance investment information can be included via the Subaccounts button. Information such as descriptions, ticker symbols, and market values can be included for each entry.
These changes give your clients greater control over their financial picture and saves time during the data entry process.
E-fact finder integration improvement
For clients with the Quovo integration, e-fact finders will automatically be populated with the most up-to-date account values. This allows advisors to send fact finders with comprehensive integration data without requiring a full financial plan already created in NaviPlan. This reduces data entry and saves time.
Advisor e-fact finder editing
Advisors can now edit or delete financial information before sending or accepting an e-fact finder. This ensures the information in an e-fact finder is complete and accurate, saving time and giving more clarity to both clients and advisors.
Level 1 fact finder support
E-fact finders are now supported in Level 1 plans, adding additional plan flexibility. Pre-populated e-fact finders created from Level 1 plans will use Level 1 planning upon acceptance.
Inflation support to Estimate Benefit method for Social Security
While using the Estimate Benefit method for Social Security calculation, users can now enter inflation rates. This improves plan flexibility and allows advisors to more accurately model a client’s Social Security.
Selling Cost support for current asset lifestyle plans
The Selling Cost field is now available for Lifestyle Asset sale entry. This improves accuracy in the sale of lifestyle assets and factors sales costs automatically into reporting and cash flow.
If you have any immediate questions regarding the changes associated with the new NaviPlan user interface, we encourage you to follow up with our support team by calling (888) 692-3474 or emailing firstname.lastname@example.org.