User Guides
User guides are organized by the tasks you can accomplish in each level. If you are a new user, start with the Introduction user guide.
Introduction to NaviPlan
Tasks Covered:
- Using NaviPlan's recommended workflow.
- Determining which assessment or plan level to select.
- Creating and managing client files.
- Setting up user preferences.
Calculators
Tasks Covered:
- Opening and managing calculators to model specific aspects of your clients’ finances.
- Using calculators to address financial goals.
- Managing debt with calculators.
Forecaster Assessment
Tasks Covered:
- Assessing a basic financial situation for new or prospective clients.
- Entering account and savings information.
- Evaluating goal coverage and presenting recommendations.
Asset Allocation Assessment
Topics Covered:
- Determining your clients’ optimal investor profile.
- Adding holdings to accounts and guaranteed withdrawal benefit plans.
- Comparing the current portfolio and the suggested asset mix.
Level 1 & Level 2 Plans: 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.
Level 1 & Level 2 Plans: 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.