About the author:
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 enhancements include enhancements to client reports, the NaviPlan client portal, and the Presentation Module.
Our latest enhancements include enhancements to client reports, as well as updates to tax calculations.
We’re thrilled to announce our latest round of enhancements that have been added to NaviPlan. In our latest release, we have introduced a new account type, new client reports, Ontario tax updates, and various other improvements.
We’re thrilled to announce our latest round of enhancements that have been added to NaviPlan. In our latest release, we have introduced client portal improvements, and expanded private corporation options.
Our most recent release of NaviPlan® includes the latest federal and provincial tax calculations to ensure the highest degree of accuracy for your clients’ plans.
We are excited to introduce our latest release of NaviPlan® which includes an entirely overhauled user interface, allowing advisors to leverage our industry-leading technology with greater ease of use than ever before.
We are excited to introduce our latest release of NaviPlan® which includes an entirely overhauled user interface, allowing advisors to leverage our industry-leading technology with greater ease of use than ever before.
On April 15, we will be delivering the first of several remarkable updates to NaviPlan® that will be arriving this year. This new NaviPlan experience begins with an entirely overhauled user interface, which will allow users to leverage our industry-leading planning technology with greater ease of use than ever before.
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.
Our most recent update to NaviPlan includes visual enhancements of various reports and areas within the application, increased business planning functionality, and more.
Our latest release of NaviPlan includes the new Guided Retirement assessment, holding company improvements, additional visual enhancements, and more.