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An advisor explaining a financial plan to his client using NaviPlan client reports

Getting to know NaviPlan client reports

Clients have been dazzled by your presentations and financial recommendations, and all they need now is a document that captures all the information in an easy-to-read, referable document. Using NaviPlan® client reports, you can provide a scalable, customizable report that is as unique as their financial life.

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April 16, 2018 by Alex Noonan

A team of advisors refine their strategies for 2018.

3 key figures for advisors in 2018

In financial services, examining empirical statistics is the crux of major decision-making. With the first quarter coming to a close, here are three key statistics that will be paramount to advisors as they fine-tune their strategy for the remainder of the year.

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March 7, 2018 by Tyler McNaughton

A young couple seeks assistance from an advisor.

Service every client with scalable financial technology

The rise of robo-advice and increased competition has made the ability to serve any client who walks through your door invaluable. With NaviPlan, the most flexible and accurate financial planning tool in the market, you can service any client by utilizing scalable features of varying complexity.

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February 21, 2018 by Alex Noonan

A gathering of professionals at an industry tradeshow.

4 reasons to attend an industry tradeshow

With 2018 in full swing, many firms are still working to finalize their budget for the remainder of the year. Attending an industry tradeshow, however, should be a priority when considering budget restrictions.

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February 9, 2018 by Jenna Diemer