Articles 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.

Product update | NaviPlan 21.0 release

Our latest version of NaviPlan delivers annual updates to tax and Morningstar values.

Product update | NaviPlan 20.0 release

NaviPlan 20.0 includes updated tax calculations, enhanced private corporation functionality, dynamic reporting graphs, and client report improvements.

Product update | A new NaviPlan experience launches April 15

On April 15, we will be delivering the first of several remarkable updates to NaviPlan^® that will be arriving this year. This new NaviPlan experience begins with an entirely overhauled user interface, which will allow users to leverage our industry-leading planning technology with greater ease of use than ever before.

Product update | NaviPlan 20.4 release

Our latest release of NaviPlan distributes annual updates to tax and college expense data and provides miscellaneous updates.

Product update | NaviPlan 20.1 release

Our latest version of NaviPlan includes various fixes to refine planning functionality.

Product update | NaviPlan 19.3 release

Our latest release of NaviPlan includes the new Guided Retirement assessment, holding company improvements, additional visual enhancements, and more.

Product update | NaviPlan 19.1 release

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.

Product update | NaviPlan 19.2 release

Our most recent update to NaviPlan includes visual enhancements of various reports and areas within the application, the ability to split surplus savings, and more.

Product update | NaviPlan 20.2 release

The most recent update to NaviPlan includes the Recommended Plan tool in the NaviPlan client portal.

Product update | NaviPlan 20.3 release

Our latest update to NaviPlan includes improved Morningstar updates and other miscellaneous enhancements.

Product update | NaviPlan 18.1.2 release

Our latest updates include enhancements to the NaviPlan client portal, tax updates, and report improvements.

Product update | NaviPlan 18.1 release

Our latest enhancements include enhancements to client reports, the NaviPlan client portal, and the Presentation Module.

Product update | NaviPlan 18.2 release

We’re thrilled to announce our latest round of enhancements that have been added to NaviPlan. In our latest release, we have introduced additional account types, improvements to client reports, state tax updates, and various other improvements.

Product update | NaviPlan 18.3.2.0 release

Our most recent release of NaviPlan^® includes the latest federal and provincial tax calculations to ensure the highest degree of accuracy for your clients’ plans.

Product update | NaviPlan 18.3 release

We’re thrilled to announce our latest round of enhancements that have been added to NaviPlan. In our latest release, we have introduced client portal improvements, and expanded private corporation options.

Product update | NaviPlan 19.0 release

We are excited to introduce our latest release of NaviPlan^® which includes an entirely overhauled user interface, allowing advisors to leverage our industry-leading technology with greater ease of use than ever before.

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