NaviPlan Gets a New Set of Features

Zywave expanded its NaviPlan financial planning tool with more cash management and client reporting features, among others.


The number of advisers who specialize in retirement planning continues growing, and Zywave said in a statement that the enhancements are intended to differentiate and streamline its service offerings.

NaviPlan, part of the NaviPro financial planning suite of tools, now includes next-generation reporting, cash flow engine enhancements, a new life insurance quick assessment tool, and the NaviPlan Learning Center. The planning process has been streamlined by upgrading current workflows, which increase an adviser’s efficiency and allow for greater client interaction.

Advisers can use the updated software to create personalized reports for clients’ financial goals. The tool generates side-by-side plan comparisons and includes a life insurance needs calculator, and an upgraded cash flow engine offering greater transparency and enhanced precision.

In tandem with the updates, Zywave created the NaviPlan Learning Center, which provides training videos, Web-based seminars and other learning opportunities.

“The new features are game-changing for advisers,” said Brian Walsh, a partner relations team lead at Zywave. “They now get the best of both worlds: the same detailed analysis to produce rock-solid plans and the redesigned, user-friendly reports to increase the effectiveness of client presentations.”