Product update | NaviPlan 20.3 release

August 31, 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 update to NaviPlan includes improved Morningstar updates and other miscellaneous enhancements.

Morningstar updates

Morningstar has updated the asset classifier database and the asset class values within NaviPlan.

Miscellaneous improvements

Private Corporations updates

Enhancements to the Private Corporations module improves accuracy based on industry expert reported differences.

Security upgrades

NaviPlan continuously monitors and delivers improvements and upgrades to security.

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