News
NaviPlan represents a lot of technical research and expertise
Achieving an overall rating of 4.5 stars of a possible five in The CPA Technology Advisor's June/July 2006 Review of Estate Planning Systems, NaviPlan Extended receives top marks for its robust calculations, client-friendly presentation tools, and for the outstanding customer service, training, and support that comes with a license.
"Obviously, the product offers a lot of technical research and expertise that can save a financial planner or attorney many hours of research and detailed calculations when helping a client achieve an efficient estate plan that meets the client's goals," writes the reviewer.
For this review, the industry's leading products were evaluated in six categories. Here's how NaviPlan Extended scored in each.
Comprehensiveness, Reliability & Ease of Use: 4 Stars
NaviPlan Extended is commended for its modular planning, streamlined data entry, and easy-to-use user interface and navigation.
Calculations: 5 Stars
For providing advisors with the option of performing a Financial Assessment, creating a full-fledged plan, exploring scenarios, or running quick calculations using Financial Calculators, and for including many graphs and reports to support its calculations, NaviPlan Extended earns a perfect score.
Customization, Flexibility & Features: 4 Stars
Rewarded for its versatility, the review notes how NaviPlan Extended accommodates numerous professional skill sets and enables advisors to serve all wealth segments: "The program targets a broad range of professionals including independent financial planners, brokerage houses, insurance companies, banks, accounting firms, and trust and estate-planning attorneys."
Client Presentation Tools: 5 Stars
NaviPlan Extended gets a perfect score for its wide array of client reports, which provide multiple methods of displaying information (e.g. textual, graphical, and tabular) and can be combined in any number of ways to provide a customized document package for clients.
Company History, Support & Help : 5 Stars
Supported by a strong and stable corporate infrastructure, NaviPlan Extended gets a perfect score in this category: "NaviPlan has offered a steady stream of enhancements utilizing the latest software technology as well as functional changes to reflect new laws and planning techniques."
Relative Value: 4 Stars
Licensed on an annual subscription basis, NaviPlan offers self-study and instructor-led learning tools, multiple support options including telephone support, and timely product updates and enhancements. NaviPlan Extended is highly valued: "This package seems fairly priced for the broad range of capabilities and sheer calculation power."
Read Emerging Information Systems Inc. (EISI) - NaviPlan Extended Offline in the CPA Technology Advisor's June/July 2006 Review of Estate Planning Systems.
