Each of the categories was given a ranking out of five, five being the best. For ease of use Naviplan ranked five out of five for many reasons. For instance, Text based link are provide at the top of the screen that help users perform basic function for example Help, Save and Print. The client Information and plans are categorized into engagements. Information is entered into data forms that included many fields for detailed financial information. The system helps professional users to organize plan for their client and categorizing them into Financial Assessment, Financial objective analysis and comprehensive analysis. As well as the program automatically update changes with regards to tax and inflation. Naviplan also score a five on the calculation that it performs. NaviPlan financial calculations are usefully too many organizations and businesses on a large and small scale. Some of the financial function Naviplan performs are goal planning, cash flow management, stock option modeling and extensive tax calculation as well as many other functions. Naviplan score yet another five on the help and training options. There is a strong support system built into Naviplan that helps users better manage and operate the software. Namely: Help function, Planning Assistant, right-click options, How Am I Doing & What Are My Options functions, there is also a website: http://support.naviplan.com/support_us/nps_offline/training_video_clips.htm that offers more detail video scenarios on how to operate the software. Overall Naviplan is a valuable tool for any company.
However, beside for all the good reviews about Naviplan there are some annoyances about the software. For instance one downfall of this software is that some people find the desktop version is not as user friendly and the online software. Others, find that the execution of the planning levels is not as good as some of their competitor namely Moneyguidepro.
Another negative is that at each level permission can be granted to various advisors so that they can accesses and edit client information. This can be a double edged sword especially if the initially advisor is not aware of certain changes. Also at engagement level users cannot do much besides for view and edit. Beyond that for the online version ESIS made lots of changes to make the software more flexible, which some users may like or dislike one change users may not like is not being able to navigate from one screen to another. Finally, the Fact Finder is very informative for the users but it is 70 pages long and that can be a bit overwhelming
CPA technology advisor. “ESIS- NaviPlan extended version.” <http://www.cpatechnologyadvisor.com/online/article.jsp?siteSection=25&id=2007&pageNum> june/july 2008. November 30, 2009
Trust & Estates Technology Review “ review of Naviplan standards” By Donald H. Kelley http://enews.penton.com/enews/trustsandestates/technologyreview_/2008_06_11_06112008/display June 12,2008. November 30, 2009. Morningstar Advisor “Naviplan online packed with promises”
Great Blog, Charis! Fact Finders, which are concise, easy to use, and range from 2-8 pages are available at: http://support.eisi.com/support_us/nps_offline/v11.2/tips_and_tools/fact_finders.htm
ReplyDeleteTips and Tools links, including annotated sample reports, reference guides, and other support material are also available from the above link.
Please let me know if we can help answer any questions.