Healthcare planning
Utilize Aivante healthcare projections to illustrate personalized medical expenses for clients during retirement.
Collaborative meetings
Develop trust with your clients and prospects by taking a collaborative approach to retirement planning.
Streamline compliance
Standardize your planning process to limit time spent ensuring that plans are compliant. Additionally, make financial planning adoption simple with easy to understand processes.
Gain insight
Illustrate retirement needs online with one client data point – income. Let the NaviPlan calculation engine take care of the rest with smart assumptions and integrations.
See the Guided Retirement tool in action
See a demonstration of the NaviPlan Guided Retirement tool as part of the workflow to build a full retirement objective coverage report in five minutes below.
Related resources for financial advisors
By leveraging smart assumptions powered by AI in the new NaviPlan Guided Retirement assessment, advisors can do far more with less.