Professional Financial Planning Software That Will Truly Streamline Your Finances

Many believe that there is simply not any professional financial planning software that is capable of serving the needs of all of its advisors. However, since EISI first entered the financial scene in 1999, they have consistently upgraded and improved upon their products, winning many over who eventually converted along the way. EISI are the distributors of NaviPlan, a powerful platform the company hopes to take to a leading position in the market by the end of this year. NaviPlan is available in many different configurations to meet the unique needs of different organiztaions. A recent review of NaviPlan Extended 8.0 professional financial planning software says it is capable of handling all of your most complex financial planning cases.

Professional Financial Planning Software Offered in Desktop and Web-based Versions

For the desktop, EISI sells Microsoft Windows-based versions of their NaviPlan Standard. This is a less-comprehensive, goal-based program whereas the NaviPlan Extended is a comprehensive cash-flow driven program. They sell Web-based versions of both programs but distribution of their web based accounting software has been limited to large installations. However, it’s just a matter of time before the Web versions are offered through an application service provider with either EISI or a third party acting as the host. NaviPlan’s professional financial planning software offers tutorials as well, and they can be downloaded for a 30-day free trial over the Web.

Notable Enhancements in Professional Financial Planning Software

NaviPlan Extended 8.0 professional financial planning software is capable of handling all but the very complex scenarios, allowing you to focus on the needs of the business. Some of the most notable enhancements include an improved planning assistant, improved reports, and the ability to track tax-loss carry-forwards. It also offers better “Monte Carlo” calculations, a long-term care insurance module, improved asset-allocation module and greater control over your Social Security assumptions.

Upon your review of the tutorials and after you have completed the installation, you simply load a sample plan and get started trying to navigate around the program, streamlining the implementation process. There are such options as the NaviPlanDataSamples folders where you can highlight a file name and click on it to reveal the screenshot on your desktop, providing a simplified view of the information you need.

There is also a filing cabinet located at the bottom of the screen with a number of file folders. Each of them is a different color, which makes it convenient for distinguishing the differences as you create client plans, concepts and documents. This approach ensures that your professional financial planning software helps you organize your information to accomplish your goals. All of these enhancements were designed to enable you to streamline processes, keeping their operation aligned with your current activities.

Professional Financial Planning Software For Your Company

As a business owner, you want professional financial planning software that not only meets the needs of your company, but that can streamline the financial management process of your company. NaviPlan Extended 8.0 is a professional financial planning software package that can do just that. No matter how efficient or recommended a software solution is, it is not the best solution for your business if it cannot meet your identified needs.

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