Product update | NaviPlan 18.1.2 release

July 9, 2018 by John Heinen

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about the author:

John Heinen

Chief technology officer

As chief technology officer, John provides strategic, operational, and programmatic support of our products to the greater Advicent organization, our partners, and the industry. He leverages his decades of software development and product management experience to define business and product strategies, work directly with clients in providing technology solutions, and build product and service delivery organizations that deliver results while meeting regulatory requirements.

In our latest release of NaviPlan®, we have introduced enhancements to client reports and updates to the tax calculations.

Federal and Provincial tax updates

Federal tax calculations in NaviPlan have been updated to provide the most up-to-date analysis. Some of the key changes include changes to tax rates, basic personal amounts, personal income tax, charitable donation tax credits, eligible and non-eligible dividend tax credit and QPP deductions and contributions.

You can find more detailed information on these changes by accessing the most recent release notes in the NaviPlan Learning Center.

Other improvements

"Probability of success" report improvements
The "probability of success" reports have been expanded to include additional tables detailing success
rates and end of plan net worth at various percentiles.

We look forward to introducing additional enhancements to the newly improved NaviPlan and its client portal throughout the year. In the meantime, current users can learn more about these latest enhancements by accessing the NaviPlan learning center.