Product update | NaviPlan 19.1 release

July 22, 2019 by John Heinen

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.

Our latest update to NaviPlan introduces improvements to the Report Editor to allow for smoother compliance workflows, enhancements to the client portal, HSA contribution improvements, and state tax updates.

 To learn about the updates included for Canadian NaviPlan users, click here >

State tax updates

State tax updates consist of annual indexed values. These values include:

  • 2019 state tax bracket adjustments
  • 2019 state standard deduction adjustments
  • 2019 state tax credit adjustments
  • 2019 personal exemption changes
  • State-specific Health Saving Account (HSA) support  

Report editor improvements

The client report disclaimer page is now customizable in the Report Editor. Customization ensures your firm’s unique legal testimony is present in any client report.

Additionally, custom reports are now duplicatable. This change reduces the steps necessary to edit custom reports.

Note: To add the Report Editor to your current NaviPlan experience, contact Advicent at (855) 885-7526.

Client portal workflow changes

Pre-populated fact finders from Draft plans are now supported. Draft plan fact finders can merge into the original plan upon advisor acceptance. This change reduces the steps required to adjust financial data and allows for more client involvement in data entry.

Note: To add the client portal to your current NaviPlan experience, contact Advicent at (855) 885-7526.

HSA contribution improvements

HSAs now support the “MAX” keyword while entering saving strategies. “MAX” eliminates the need for annual value entry by adding the maximum contribution limit to the account.