Click here for details. The integrated products are scheduled to be released in the Fall of 2001. Both products will have embedded log-in capabilities, enabling advisors to work in either product as if there were a unified planning solution.
Advisors can then explore in more detail the requirements needed to address their clients' goals.
Sales illustrations and decision tools are available to assist advisors in developing client presentations. Presentation preparation is facilitated by allowing advisors to instantly arrange screens using a quick-tagging feature. Its open architecture allows seamless integration with internally developed applications, as well as third-party applications. Forefield Inc. is the leading provider of Internet-based advice management software. NaviPlan Extended is a detailed cash flow-based tool that extends the functionality of NaviPlan Standard to provide more comprehensive treatment of incomes, expenses, assets and liabilities, federal and state taxes, stock options and estate planning strategies over the life of a client.