Product update | NaviPlan 20.1 release

April 20, 2020 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 version of NaviPlan includes various fixes to refine planning functionality.

This article refers to the Canadian release of NaviPlan 20.1. To learn about the enhancements included for U.S. NaviPlan users, click here >

Additional fixes

  • Enhanced Stop-Loss calculations to include full Income Tax Act (ITA) legislation.
  • Corrected Business Income and Expense end dates.
  • Minor scenario manager user interface improvements.

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