Advicent Solutions Announces Latest Version of Naviplan Financial Planning Tool

By CIOReview | Tuesday, July 28, 2015

FREMONT, CA: Advicent, a technology solutions provider for the financial industry, has announced the latest version of its NaviPlan financial planning tool. The updated features included are progress planning and improved reporting facilities. These updates provide more flexibility and enhanced insight to updated reporting functionality and investing options.

“These changes will allow advisors to further accommodate differing client needs. Advisors will now have the ability to add PDFs from their own library into their reporting and label and nest sections of the report,” says Jennifer Priestley, Product Director, NaviPlan.

A brief study on the latest features of this update can be given as:

Progress planning: User experience has been improved since the previous update, formerly known as Update Plan. Multiple Progress Plans can be added to illustrate how the clients are moving closer to their goals.

New Functionality:User Interface has been enhanced for better user experience.

New Reports and Enhancements:New reports and pages have been added and advisors have the ability to add their own PDFs into their Next-Gen Reports.

Through their innovative product capabilities and dedicated services, thousands of financial professionals and clients understand and impact the financial future. The products they provide include NaviPlan, Profiles and Figlo financial planning tools, the Advisor Briefcase marketing tool and the Narrator application builder.