Product update | NaviPlan 19.1 release

July 22, 2019 by John Heinen

about the author:

John Heinen

Chief technology officer

As chief technology officer, John provides strategic, operational, and programmatic support of our products to the greater Advicent organization, our partners, and the industry. He leverages his decades of software development and product management experience to define business and product strategies, work directly with clients in providing technology solutions, and build product and service delivery organizations that deliver results while meeting regulatory requirements.

Our latest update to NaviPlan introduces support for operating companies to enhance the business planning experience for private corporations. Additionally, improvements have been made to the Report Editor to allow for smoother compliance workflows.

Watch the release video for a tour of this new functionality and continue to read below for a full summary of the release details.

Private corporation updates

Operating companies are now separate from holding companies. Operating company entry supports:

  • Improved cash flow capabilities
  • Various historical data entry
  • Adjustable valuation settings

Operating company support is another feature of the expanding ultra-high-net-worth offerings in NaviPlan that ensures your clients’ plans are accurate and realistic.

Note: To add operating company functionality to your current NaviPlan experience, contact Advicent at (855) 885-7526. 

Report editor improvements

The client report disclaimer page is now customizable in the Report Editor. Customization ensures your firm’s unique legal testimony is present in any client report.

Additionally, custom reports are duplicatable with one click. This change saves time and enables small template edits without recreating a custom report.

Note: To add the Report Editor to your current NaviPlan experience, contact Advicent at (855) 885-7526. 

Client portal workflow changes

Pre-populated fact finders from Draft plans are now support. Draft plan fact finders can merge into the original plan upon advisor acceptance. This change reduces the steps required to adjust financial data and allows for more client involvement in data entry.

Temporary income provision (TIP) support for life income fund (LIF) accounts

TIP amounts can be included or excluded from LIF account data entry. This change improves accuracy in LIF entry and enhances planning flexibility.


To learn more about how NaviPlan can help empower your firm's planning strategy, click here >