EISI, developer of NaviPlan and Profiles software, offers the broadest selection of needs-assessment and financial planning tools in North America. Industry-leading software,combinedwith incomparableserviceandunrivaledscale,makesEISI thetechnologypartnerofchoice formorethan250,000financialprofessionals.

I n d u s t r y - l e a d i n g s o f t w a r e . I n c o m p a r a b l e s e r v i c e . U n r i v a l e d s c a l e .

09-08

NAvIPLAN STANDARD – CDN – v11.0

Planning LevelsPerform comprehensive goal and risk analysis. • Assetallocation• Retirement• Education• Majorpurchase• Emergencyfund• Survivor,disability&criticalillnessinsurance

Level 1• Simpleassetallocation&accountentry• Basicgoal&riskanalysis• Streamlineddataentry

Level 2 • Detailedgoal-basedassetallocation• Advancedgoal&riskanalysis• MonteCarloanalysis

CalculatorsModelindividualfinancialconcepts. 31calculatorscoverthefollowingareas:• Retirement• Education• Debtmanagement• Majorpurchase• Income&assetprotection• Inflation

Assessmentsfinancial AssessmentQuickly show current gaps in achieving goals:• Retirement• Education• Majorpurchase• Insurance

Asset AllocationCompare current vs. optimal portfolio mix.• Risktolerance• Investorprofile• Simpleordetailedanalysis

Financial Planning Software Designed toHelpAdvisorsWinMoreBusiness

NaviPlan StandardNaviPlan Standard is a flexible, goals-based program that helps you illustrate your clients’ financial needs, opportunities, and shortfalls, and motivate your clients to take action. It is ideal for advisors who treat a wide range of wealth management concepts.

find out morevisit www.eisi.com:•Downloadafree30-daytrial•Viewsampleclientreports•StartPlanning–beginyourtrainingprogram

Call(888)692-3474,option2:•Getdetailsonconfigurableoptions•Discussyourfirm’srequirements•Tailorasolution

Save results in a client file. Promote assessments to a planning level. Promote a Level 1 plan to Level 2 for more detail.

QuALIfY WeALtH ACCuMuLAtoRS MASS AffLueNt HIGH Net WoRtH

Quickly address questions and engage clients in advice-based relationships Calculators are a fast and easy way to engage clients. NaviPlan Standard includes 31 calculators that illustrate simple strategies, such as the impact of inflation on purchasing power, required savings for goals, RRIF payout durations, and RRSP contribution vs. mortgage payments.

Gain deeper insights into your clients’ current financial situation and priorities Assessment tools are highly-effective relationship builders that act as a springboard to deeper client relationships. The Financial Assessment shows current goal and risk coverage, and then suggests strategies to address any shortfalls. The Asset Allocation assessment helps you quickly address investment-related questions, and compare current and optimal portfolio mixes. Data entered in an assessment can be promoted to a planning level for deeper analysis.

Address a wide range of clients needs and tailor recommendations Planning levels enable you to counsel clients on asset allocation, goal planning, and risk protection, and provide a roadmap to their financial security. You may tailor recommendations to clients’ needs using a Level 1 plan or a more detailed Level 2 plan. In either level, goal scenarios help you quickly explore What-if strategies and compare results side-by-side both onscreen and in client reports.

Calculators: Retirement Required Savings calculator.Provide a snapshot of financial strategies with individual Calculators

PRoduCt feAtuReS • 31calculators• Assessmenttools: - Financial Assessment - Asset Allocation

• Planninglevels: - Level 1, basic - Level 2, detailed • Morethan150reports&graphs• Action-orientedclientreports• Abilitytore-orderclientreportsections,add

user-defined text • Instantlyaccessauditreportsfromanywhere

in the plan • Client&PlanCreationwizard

• Goalplanning:retirement,education,majorpurchase,emergencyfund•Assetallocation

• Networthandcashflowmanagement• Side-by-sidecomparativescenarioanalysis• Insuranceanalysis:survivor,disability,criticalillness• MonteCarloanalysis• Province-specifictaxratecalculationsforincometax• PlanningAssistant™identifiespotentialproblems

and opportunities • AconversiontoolenablesfilescreatedinNaviPlan

Standard Windows-based software to be migrated to the browser-based NaviPlan Standard Offline

Assessments: financial Assessment screen – Retirement tab. Use Assessments to learn more about your client’s current financial situation.

Planning Levels: Level 2 plan - Retirement Scenarios screenCompare What-if results to determine the appropriate strategy for your client.

Quickly address questions and engage clients in advice-based relationships Calculators are a fast and easy way to engage clients. NaviPlan Standard includes 31 calculators that illustrate simple strategies, such as the impact of inflation on purchasing power, required savings for goals, RRIF payout durations, and RRSP contribution vs. mortgage payments.

Gain deeper insights into your clients’ current financial situation and priorities Assessment tools are highly-effective relationship builders that act as a springboard to deeper client relationships. The Financial Assessment shows current goal and risk coverage, and then suggests strategies to address any shortfalls. The Asset Allocation assessment helps you quickly address investment-related questions, and compare current and optimal portfolio mixes. Data entered in an assessment can be promoted to a planning level for deeper analysis.

Address a wide range of clients needs and tailor recommendations Planning levels enable you to counsel clients on asset allocation, goal planning, and risk protection, and provide a roadmap to their financial security. You may tailor recommendations to clients’ needs using a Level 1 plan or a more detailed Level 2 plan. In either level, goal scenarios help you quickly explore What-if strategies and compare results side-by-side both onscreen and in client reports.

Calculators: Retirement Required Savings calculator.Provide a snapshot of financial strategies with individual Calculators

PRoduCt feAtuReS • 31calculators• Assessmenttools: - Financial Assessment - Asset Allocation

• Planninglevels: - Level 1, basic - Level 2, detailed • Morethan150reports&graphs• Action-orientedclientreports• Abilitytore-orderclientreportsections,add

user-defined text • Instantlyaccessauditreportsfromanywhere

in the plan • Client&PlanCreationwizard

• Goalplanning:retirement,education,majorpurchase,emergencyfund•Assetallocation

• Networthandcashflowmanagement• Side-by-sidecomparativescenarioanalysis• Insuranceanalysis:survivor,disability,criticalillness• MonteCarloanalysis• Province-specifictaxratecalculationsforincometax• PlanningAssistant™identifiespotentialproblems

and opportunities • AconversiontoolenablesfilescreatedinNaviPlan

Standard Windows-based software to be migrated to the browser-based NaviPlan Standard Offline

Assessments: financial Assessment screen – Retirement tab. Use Assessments to learn more about your client’s current financial situation.

Planning Levels: Level 2 plan - Retirement Scenarios screenCompare What-if results to determine the appropriate strategy for your client.

EISI, developer of NaviPlan and Profiles software, offers the broadest selection of needs-assessment and financial planning tools in North America. Industry-leading software,combinedwith incomparableserviceandunrivaledscale,makesEISI thetechnologypartnerofchoice formorethan250,000financialprofessionals.

I n d u s t r y - l e a d i n g s o f t w a r e . I n c o m p a r a b l e s e r v i c e . U n r i v a l e d s c a l e .

09-08

NAvIPLAN STANDARD – CDN – v11.0

Planning LevelsPerform comprehensive goal and risk analysis. • Assetallocation• Retirement• Education• Majorpurchase• Emergencyfund• Survivor,disability&criticalillnessinsurance

Level 1• Simpleassetallocation&accountentry• Basicgoal&riskanalysis• Streamlineddataentry

Level 2 • Detailedgoal-basedassetallocation• Advancedgoal&riskanalysis• MonteCarloanalysis

CalculatorsModelindividualfinancialconcepts. 31calculatorscoverthefollowingareas:• Retirement• Education• Debtmanagement• Majorpurchase• Income&assetprotection• Inflation

Assessmentsfinancial AssessmentQuickly show current gaps in achieving goals:• Retirement• Education• Majorpurchase• Insurance

Asset AllocationCompare current vs. optimal portfolio mix.• Risktolerance• Investorprofile• Simpleordetailedanalysis

Financial Planning Software Designed toHelpAdvisorsWinMoreBusiness

NaviPlan StandardNaviPlan Standard is a flexible, goals-based program that helps you illustrate your clients’ financial needs, opportunities, and shortfalls, and motivate your clients to take action. It is ideal for advisors who treat a wide range of wealth management concepts.

find out morevisit www.eisi.com:•Downloadafree30-daytrial•Viewsampleclientreports•StartPlanning–beginyourtrainingprogram

Call(888)692-3474,option2:•Getdetailsonconfigurableoptions•Discussyourfirm’srequirements•Tailorasolution

Save results in a client file. Promote assessments to a planning level. Promote a Level 1 plan to Level 2 for more detail.

QuALIfY WeALtH ACCuMuLAtoRS MASS AffLueNt HIGH Net WoRtH