What's New Webinars
Learn more about each major product release with these summary webinars.
Upcoming Webinars
Monday, May 7th @ 12:00 p.m. CT
Join us for the next What’s New in NaviPlan webinar to learn about the latest enhancements to NaviPlan and the client portal. During this webinar, you’ll learn about the latest features in NaviPlan including client report enhancements and additional client portal improvements.
Previous Webinars 10
Learn about the latest enhancements to NaviPlan and the client portal. During this webinar, you’ll learn about the latest features in NaviPlan including client report enhancements and additional client portal improvements.
Learn about several new enhancements to NaviPlan including federal and provincial tax updates, support for capital cost allowance, new client reports, and extensive updates to the Presentation Module. Also, discover the latest improvements to Narrator Clients and how they will expand your experience with NaviPlan, including the new ‘exploring your options’ feature!
Learn about how the latest features will improve your experience with NaviPlan while helping you foster client relationships. You’ll get insider information on new client reports, additions to Private Corporations, and updates to Narrator Clients!
earn about the latest enhancements to Narrator Clients and how those features will improve your experience with NaviPlan. We will model the new interface refresh as well as the ability to see what your client sees!
Learn about how the latest features will improve your experience with NaviPlan while helping you foster client relationships. You’ll get insider information on scenario manager improvements, new client reports, standalone report improvements, some miscellaneous NaviPlan improvements, the new pre-populated eFact Finder Tool within Narrator Clients and much more!
Learn about the latest enhancements to Narrator Clients and how those latest features will improve your experience with NaviPlan while helping you foster client relationships. You will get insider information on the new Financial Profile fact finder, the Account Aggregation capability, Advisor Alerts, and much more!
Learn about how the latest update of NaviPlan can improve your client experience. A representative from MorningStar will be joining us to introduce a new asset allocation methodology. You’ll get insider information on:
- Upgrade to Morningstar holding based returns
- New standalone and Client Reports
- And many more!
Learn about how the latest features added will improve your experience with NaviPlan® while helping you foster client relationships. You’ll get insider information on:
- New Narrator Portal
- New Client Reports
- Presentation Module Updates
- And Much More!
Learn about how the latest features added will improve your experience with NaviPlan® while helping you foster client relationships. You’ll get insider information on:
- Private Corporation Enhancements
- A new Tracking Your Progress presentation in the Presentation Module
- Additional enhancements
Learn about how the latest features added will improve your experience with NaviPlan® while helping you foster client relationships. You’ll get insider information on:
- Private Corporations
- New Progress Reports
- Real Estate Assets
- Any many more!