News
NaviPlan version 10.1 a "significant upgrade"
Significant enhancements to NaviPlan version 10.1 are delivering quick methods of treating, proposing, and comparing multiple retirement scenarios.
In his FinancialPlanning.com software review called An Explosion of Enhancements, Joel Bruckenstein describes NaviPlan version 10.1 as being "a significant upgrade".
"From a planning perspective," he writes, "it helps advisers do a much better job of engaging clients in discussions about alternatives and the effect one choice or factor could have on their overall plan.
"On the practice management side, this upgrade will make advisers much more efficient."
More robust Scenarios pages with new tabs that provide improved order of asset liquidation controls, easier methods of mapping Social Security scenarios, and a new calculator that enables advisors to easily generate an "annuitize to need" scenario are among the new features in version 10.1 that Joel Bruckenstein highlights in his review.
Read the full story: An Explosion of Enhancements.
