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Download NaviPlan User Manual: Introduction
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NaviPlan User Manual: Introduction Checking multiple client files in and out 27 Viewing a client file in the database 28 Granting and revoking access to your client files 28 Managing engagements 29 Creating a new engagement 29 Opening and deleting existing engagements 29 Working with calculators, assessments, and plans 31 Creating a calculator, an assessment, or a plan 31 Promoting, updating and duplicating plans 31 Using compliance-based workflow in NaviPlan 33 Submitting an assessment or a plan for review 34 Reviewing an assessment or a plan 36 Reviewing assessments and plans for several clients (online) 37 Chapter 4: Setting user preferences 38 Entering advisor details 40 Setting system preferences 41 Changing passwords in NaviPlan Online 41 Setting data storage locations 42 Deleting report templates 42 Defining client report settings 43 Setting plan preferences 45 Entering general preferences 45 Entering client milestones 47 Setting portfolio balancing preferences 48 Entering net worth assumptions 49 Entering cash flow assumptions 50 Entering retirement income assumptions 51 Entering education assumptions 52 Entering insurance assumptions 52 Page 4 of 76
