NaviPlan Standard Windows-based Training & Support
Reference Guides
Reference these user guides for instruction on how to perform a variety of tasks using NaviPlan (e.g. how to enter an asset). No previous knowledge of NaviPlan is required.
NaviPlan Standard Reference Guides
Installation/Quickstart Guide
This guide will help you install NaviPlan. Keep it handy for easy reference.
Basic Features Guide
Cover the basics. The Basic Features Guide teaches new users how to start using NaviPlan Standard and perform basic tasks.
Advanced Features Guide
Explore all of the functions. Once you’ve covered the basics, use the Advanced Features Guide to learn about all the planning features in NaviPlan Standard.
Fact Finder
Fact Finders are data entry sheets that provide a road map for collecting and recording the data that is required in a financial plan. Use this data-entry sheet to engage new clients at the information-gathering stage.
