Getting Started
Use these resources to help you get started with using NaviPlan. These resources will help you learn the basics, create client files, and understand workflow.
- 1Introduction
- 2Creating Plans
- 3Evaluating Plans
Training Video:
Introduction to NaviPlan
Introduction to NaviPlan
Topics Covered:
- An overview of NaviPlan functionality for new users.
- The different planning levels available in NaviPlan.
- How to access reports and analyze goals in the application.
User Guide:
Introduction to NaviPlan
Introduction to NaviPlan
Topics Covered:
- Using NaviPlan's recommended workflow.
- Determining which assessment or plan level to select.
- Creating and managing client files.
- Setting up user preferences.
Training Video:
Getting Started with NaviPlan
Getting Started with NaviPlan
Topics Covered:
- The basic tools and components available in NaviPlan.
- Accessing system settings, Help & Resources, and Pre-Meeting Questionnaires.
- Adding a new client file.
Quick Reference Guide:
Creating a Client File Worksheet
Creating a Client File Worksheet
Topics Covered:
- A quick worksheet and checklist to creating a new client file in NaviPlan.
User Guide:
Entering Client Data
Entering Client Data
Topics Covered:
- Entering financial planning assumptions.
- Entering detailed net worth, cash flow, and insurance information.
- Adding holdings to accounts.
- Entering saving and redemption strategies.
- Entering client goals.
- Generating client reports.
FAQs:
NaviPlan Top 10 Solutions
NaviPlan Top 10 Solutions
Topics Covered:
- Quick answers to some of our most frequently received questions.
Partner Support's Top Questions
Topics Covered:
- Get detailed solutions to common questions our Partner Support team recieves on a daily basis.
Quick Reference Guide:
Evaluating a Plan
Evaluating a Plan
Topics Covered:
- An overview of the options available to evaluate and project plan data.
User Guide:
Analyzing Client Goals
Analyzing Client Goals
Topics Covered:
- Analyzing your clients’ goals using Scenario Manager.
- Conducting detailed cash flow and net worth analyses.
- Generating Monte Carlo simulations.
- Creating goal scenarios.
- Generating client reports.
Take Action Webinar:
Building the Foundation for New User Success
Building the Foundation for New User Success
Topics Covered:
- Strategies to using the Calculators, Forecaster Assessment and Level 1 plan to meet the needs of each unique client.