News
Redesigned with the advisor in mind
NaviPlan version 10.0 is garnering favorable
reviews for its improved interface and added features
to address retirement distribution planning.
In the September edition of Financial Advisor magazine, industry analyst Joel Bruckenstein notes how EISI has made significant improvements to the interface of their industry-leading product suite, calling version 10.0 “a major upgrade.”
“Perhaps the most important aspect of NaviPlan 10.0 is EISI’s focus on usability,” Bruckenstein says in his review of new product offerings this fall.
To address advisor demands; NaviPlan version 10.0 features a new, more intuitive on-screen layout and simplified data entry, which enables advisors to create a plan in less time.
Overall, the new NaviPlan offers features advisors can quickly identify and appreciate. “Version 10.0 should yield a much more user-friendly experience,” Bruckenstein says.
Retirement planning options have also been factored into NaviPlan Standard and NaviPlan Extended. The new Scenario Manager allows advisors to compare various, pre-programmed retirement options. As well, expenses can now be marked as either fixed or discretionary.
The significant upgrade in NaviPlan version 10.0 reflects EISI’s ongoing commitment to product improvement based on industry trends and advisor input.
Read the full article, Financial Planning Software – An Update by Joel Bruckenstein on the Financial Advisor Magazine Website
