Release Notes

Use Release Notes to stay up-to-date with new features in NaviPlan and Narrator Clients

2019

September 27, 2019 – NaviPlan Version 19.2
  • Operating company improvements
  • Surplus savings split
  • Visual updates
  • Other improvements
July 19, 2019 – NaviPlan Version 19.1
  • Private corporation updates
  • Report editor updates
  • Client portal improvements
  • TIP support for LIF accounts
April 12, 2019 – NaviPlan Version 19.0
  • Visual design updates
  • Report editor updates
  • Client portal improvements
  • Other improvements
February 8, 2019 – NaviPlan Version 18.3.2.0
  • Federal and provincial tax updates

2018

November 30, 2018 – NaviPlan Version 18.3
  • New feature - Client report editor
  • Client portal improvements
  • Enhanced private corporation functionality
  • Other improvements
September 21, 2018 – NaviPlan Version 18.2
  • New account type - PRIF
  • Client portal improvements
  • New client reports
  • Ontario tax updates
  • Other improvements
July 6, 2018 – NaviPlan Version 18.1.2
  • Federal and Provincial tax updates
  • Other improvements
May 5, 2018 – NaviPlan Version 18.1
  • New client reports
  • Client portal enhancements
  • Other improvements
March 9, 2018 – Narrator Clients Version 2.5
  • "Explore your options"
  • Enhanced net worth listings
March 9, 2018 – NaviPlan Version 18.0
  • Presentation Module enhancements
  • New client reports
  • 2018 federal and provincial tax updates
  • Other improvements

2017

December 1, 2017 – Narrator Clients Version 2.4
  • User experience updates
  • Workflow improvements
December 1, 2017 – NaviPlan Version 17.2
  • Private corporation enhancements
  • New client reports
  • Other improvements
November 1, 2017 – Narrator Clients Version 2.3
  • Client view
  • User experience updates
July 28, 2017 – Narrator Clients Version 2.2
  • Pre-populated Financial Profile Fact Finders
July 28, 2017 – NaviPlan Version 17.1
  • Scenario Manager Improvements
  • New Client Reports
  • Provincial Tax Updates
  • Miscellaneous Improvements
April 7, 2017 – Version 17.0.4
  • For Narrator Clients
    • New! Financial Profile Fact Finders
    • New! Advisor Alerts
February 10, 2017 – Version 17.0
  • Expanded Client Reports
  • Federal and Provincial Tax Updates
  • Q4 Morningstar and Peterson College Data Updates

2016

August 26, 2016 – Version 16.2
  • Asset Allocation Asset Methodology Changes
  • New Retirement Client and Standalone Reports
  • New Registered Account Type - Group RRSP
  • Federal and Provincial Tax Updates
  • Updated Client Report Management Options
  • Improved Fact Finders
July 8, 2016 – Version 16.1
  • New! Narrator Clients Powered by NaviPlan
  • Updates to Progress Planning Presentation
  • Improved User Preferences and User Defined Text Functionality
  • New Net Worth and Estate Client Reports
  • Updated Morningstar Capital Market Assumptions
  • Microsoft Edge Support
March 18, 2016 – Version 16.0
  • Updates to Federal and Provincial income taxes
  • New! Tracking Your Progress Client Presentation
  • Private Corporation Improvements

2015

November 13, 2015 – Version 15.2
  • Private Corporation Improvements
  • Improved Client Report template organization options
  • Added New Progress Client Reports
  • Added New Standalone Reports
  • Provincial Tax Updates
July 27, 2015 – Version 15.1
  • New! Progress Reporting
  • Improved Reinvestment Strategies
  • Improved Plan Creation
  • Improved Client Reporting Functionality
  • Updated Morningstar model portfolios, asset classes, and statistical data.
February 20, 2015 – Version 15.0.2.0
  • Updates to Federal and Provincial income taxes
  • Morningstar Quarterly Update
  • Updates to the Peterson college cost search database
  • New! Client Concept Reports Added

2014

December 5, 2014 – Version 15.0
  • Forecaster Assessment Planning Level
  • Annuities & Guaranteed Withdrawal Benefits
  • Instant Access to Current Plan Results
  • Additional Fact Finders
  • Expanded Client Reporting Content
  • Quick Picks for User-Defined Text
  • Expanded Integration Options
  • Morningstar Quarterly Update
  • Updated Education Costs in Peterson Undergraduate Database
August 27, 2014 – Version 14.2.2
  • Expanded Calculations for Human Life Value
  • Morningstar Quarterly Update
July 18, 2014 – Version 14.2
  • Online Lead Generation with NaviPlan Leads
  • Human Life Value Module
  • New Client Reporting Content
  • Microsoft Word Export for Client Reports
  • Variable Mortgages
  • Standalone Report Enhancements
  • Morningstar Quarterly Update
March 28, 2014 – Version 14.1.1
  • New Client reports
  • Expanded Morningstar models
  • Semi-regular expenses
  • User-driven password resets
  • Other general usibility enhancements

2013

December 13, 2013 – Version 14.0.5
  • Faster Monte Carlo analysis calculations
  • Updates to the asset classification database.
September 30, 2013 – Version 14.0
  • Redesigned client reports
  • Long-Term Care insurance
  • Life Insurance Quick Assessment
  • Cash flow engine updates
  • Improved Help system
  • Learning Center addition
March 25, 2013 – Version 12.2.4
  • Updates to federal and provincial taxation information, consistent with new legislation.

2012

August 17, 2012 – Version 12.2
  • Retirement distribution strategies
  • Ability to model Holding Companies
  • Enhancements to the Presentation Module