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Design for Advisors - Samples |
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| NaviPlan SamplesAs an example, suppose you generally print out a few particular reports and graphs for each of your retirement planning clients. Instead of having to select the reports and graphs to print each time from the menu, you could have a customized report template made so as to automatically print them off when desired. This particular example is a very small example of what can be done with customized reports. Changing the look and feel of reports is possible as well:
sample 1 shows a typical NaviPlan report page, and
sample
2 and
sample
3 show the same report with some changes to color, fonts, and graph options. Other SamplesCompound Annual Rate of Return calculator Capital Needs Analysis spreadsheet |
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