Quick Reference Guides
These short (1-2 page) guides will help you get started quickly with a specific workflow or topic in NaviPlan.
Adding Private Corporations
Topics Covered:
- Gathering the necessary information on your clients' private corporation and where to add it in NaviPlan.
Creating a Client File Worksheet
Topics Covered:
- A quick worksheet and checklist to creating a new client file in NaviPlan.
Entering Fixed Income Streams
Topics Covered:
- Entering guaranteed withdrawal benefit plans.
- Entering payouts from existing annuities.
- Entering and funding future annuity purchases.
Evaluating a Plan
Topics Covered:
- An overview of the options available to evaluate and project plan data.
Getting Started in NaviPlan
Topics Covered:
- An easy to follow checklist that covers the steps of the planning process, from creating a client file, setting an investor profile, including all relevant financial data and goals, to analyzing the results.
Client Reporting
Topics Covered:
- An overview of the different and unique features of Client reports.
- Terminology used with reports and NaviPlan.
- Steps to build new personalized reports and templates.
Presentation Module
Topics Covered:
- Accessing and navigating NaviPlan's Presentation Module.
- Descriptions of all available presentations.
- Using Presentation Module on mobile devices.
Retirement Bucketing Strategies
Topics Covered:
- Using Retirement Bucketing strategies to stabilize asset investments in different holdings, allow clients to access funds for immediate needs while still earning returns on the remainder.
Scenario Manager
Topics Covered:
- Using Scenario Manager to view up to four plans side-by-side for a quick comparison of cash flow, net worth, and the likelihood of achieving financial goals.
Setting up Clients with the NaviPlan client portal
Topics Covered:
- Learn to setup the NaviPlan client portal, giving an all new way for clients to view their published plans.
Sending and Receiving Financial Profile Fact Finders
Topics Covered:
- Learn how to send a Financial Profile to your clients in the NaviPlan client portal, and how to convert them into a plan.
Using Compliance-Based Workflow in NaviPlan
Topics Covered:
- Learn the key players and the various statuses of workflow planning, and learn how to submit a plan for review.
Create reports with report editor
Topics Covered:
- Create stylistically consistence custom reports that fit your personal voice and need with the client report editor.