As the industry’s most powerful and flexible financial planning application, the NaviPlan® financial planning software allows you to accommodate all client needs, from simple to sophisticated. NaviPlan is the financial services industry leader for detailed tax planning, advanced solutions, and ultra high-net-worth clients, yet it is flexible enough to produce quick, goal-based assessments on the fly.
In this video, you will learn how to create a NaviPlan retirement report, beginning with Forecaster assessment and promoting it to a level two plan in just a few minutes with Rachel Schlawin, solutions consultant.
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