Video | NaviPlan quickstart: The five-minute retirement report

March 11, 2020 by Kelton Corcoran

NaviPlan quickstart: The five-minute retirement report by Advicent

about the author:

Kelton Corcoran

Content marketing specialist

Kelton Corcoran is a content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

Built on the most precise calculation engine in the financial planning market, NaviPlan empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis.

In this video, learn how to create a complete Retirement Objective Coverage report in just five minutes using NaviPlan starting in the Guided Retirement tool and promoting up to a level two plan.

(This video shows the US NaviPlan application, some features may vary for Canada.)



To learn more about NaviPlan financial planning software, click here >